SXL
AVLV icon

Summit X LLC’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Summit X LLC’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
Q3 		– Sell
-265,049
Closed -$18.1M – 16
2025
Q2 		$18.1M Buy
265,049
+32,723
+14% +$2.11M 3.37% 8
2025
Q1 		$15.1M Buy
232,326
+70,212
+43% +$4.76M 3.19% 9
2024
Q4 		$10.8M Buy
162,114
+6,035
+4% +$411K 2.4% 11
2024
Q3 		$9.81M Sell
156,079
-13,302
-8% -$847K 2.39% 10
2024
Q2 		$10.7M Buy
169,381
+22,712
+15% +$1.42M 2.39% 9
2024
Q1 		$9.43M Buy
146,669
+124,750
+569% +$7.48M 2.42% 10
2023
Q4 		$1.27M Buy
21,919
+6,753
+45% +$363K 0.36% 60
2023
Q3 		$799K Buy
15,166
+2,372
+19% +$129K 0.25% 78
2023
Q2 		$683K Buy
12,794
+6,128
+92% +$313K 0.17% 126
2023
Q1 		$341K Buy
+6,666
New +$346K 0.09% 193

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Wealth Enhancement Advisory Services
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Ameriprise
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return