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Stone House Investment Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Stone House Investment Management’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12
Closed -$913 – 1080
2025
Q4 		$913 Buy
+12
New +$883 ﹤0.01% 647
2024
Q2 		– Sell
-385
Closed -$24.7K – 385
2024
Q1 		$24.7K Buy
+385
New +$23.1K 0.01% 180

Other funds holding AVLV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Stone House Investment Management's AVLV Position: Q1 2026 in Review

Stone House Investment Management sold out of Avantis US Large Cap Value ETF (AVLV) in Q1 2026, closing a stake of 12 shares — an estimated $913 sold.

Stone House Investment Management first reported a position in AVLV in Q1 2024 and held it in 2 quarters. The position peaked at $24.7K in Q1 2024. 483 funds tracked by Wall St. Rank hold AVLV as of Q1 2026.

  • Stone House Investment Management reported no remaining Avantis US Large Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Stone House Investment Management sold 12 Avantis US Large Cap Value ETF shares in Q1 2026, an estimated $913.
  • Stone House Investment Management first reported a position in Avantis US Large Cap Value ETF in Q1 2024 and held it in 2 quarters.
  • Stone House Investment Management's Avantis US Large Cap Value ETF position peaked at $24.7K in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.