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Stonebridge Financial Group (Pennsylvania)’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-1,476
Closed -$96.3K – 286
2025
Q1 		$96.3K Buy
+1,476
New +$100K 0.01% 300

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Ameriprise
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LPL Financial
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Cerity Partners
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Focus Partners Wealth
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s AVLV Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Avantis US Large Cap Value ETF (AVLV) in Q2 2025, closing a stake of 1,476 shares — an estimated $96.3K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in AVLV in Q1 2025 and held it in 1 quarter. The position peaked at $96.3K in Q1 2025. 374 funds tracked by Wall St. Rank hold AVLV as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Avantis US Large Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1,476 Avantis US Large Cap Value ETF shares in Q2 2025, an estimated $96.3K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Avantis US Large Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Avantis US Large Cap Value ETF position peaked at $96.3K in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.