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Strategic Wealth Partners’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Strategic Wealth Partners’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.23K Sell
47
-49
-51% -$4.23K ﹤0.01% 1081
2026
Q1 		$7.45K Buy
96
+7
+8% +$561 ﹤0.01% 958
2025
Q4 		$7K Sell
89
-5,329
-98% -$413K ﹤0.01% 978
2025
Q3 		$415K Buy
+5,418
New +$400K 0.03% 249

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Strategic Wealth Partners's AVLC Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Avantis US Large Cap Equity ETF (AVLC) stake by 51% in Q2 2026, selling an estimated $4.23K and leaving 47 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Strategic Wealth Partners first reported a position in AVLC in Q3 2025 and has held it in 4 quarters since. The position peaked at $415K in Q3 2025. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Strategic Wealth Partners held 47 shares of Avantis US Large Cap Equity ETF worth $4.23K as of Q2 2026.
  • Strategic Wealth Partners sold 49 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $4.23K.
  • Avantis US Large Cap Equity ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1081 holding.
  • Strategic Wealth Partners first reported a position in Avantis US Large Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Avantis US Large Cap Equity ETF position peaked at $415K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.