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Sunbelt Securities’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Sunbelt Securities’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
-1,435
Closed -$95.8K – 2709
2025
Q2 		$95.8K Buy
+1,435
New +$92.4K 0.01% 774
2025
Q1 		– Sell
-1,435
Closed -$95.7K – 1801
2024
Q4 		$95.7K Buy
+1,435
New +$97.6K 0.01% 774

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
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

Sunbelt Securities's AVLV Position: Q3 2025 in Review

Sunbelt Securities sold out of Avantis US Large Cap Value ETF (AVLV) in Q3 2025, closing a stake of 1,435 shares — an estimated $95.8K sold.

Sunbelt Securities first reported a position in AVLV in Q4 2024 and held it in 2 quarters. The position peaked at $95.8K in Q2 2025. 399 funds tracked by Wall St. Rank hold AVLV as of Q3 2025.

  • Sunbelt Securities reported no remaining Avantis US Large Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 1,435 Avantis US Large Cap Value ETF shares in Q3 2025, an estimated $95.8K.
  • Sunbelt Securities first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • Sunbelt Securities's Avantis US Large Cap Value ETF position peaked at $95.8K in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.