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Watts Gwilliam & Co’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Watts Gwilliam & Co’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
Q1 		– Sell
-3,021
Closed -$204K – 213
2024
Q4 		$204K Buy
+3,021
New +$206K 0.04% 198

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Watts Gwilliam & Co's AVLV Position: Q1 2025 in Review

Watts Gwilliam & Co sold out of Avantis US Large Cap Value ETF (AVLV) in Q1 2025, closing a stake of 3,021 shares — an estimated $204K sold.

Watts Gwilliam & Co first reported a position in AVLV in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 359 funds tracked by Wall St. Rank hold AVLV as of Q1 2025.

  • Watts Gwilliam & Co reported no remaining Avantis US Large Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Watts Gwilliam & Co sold 3,021 Avantis US Large Cap Value ETF shares in Q1 2025, an estimated $204K.
  • Watts Gwilliam & Co first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Watts Gwilliam & Co's Avantis US Large Cap Value ETF position peaked at $204K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2025.

Based on Watts Gwilliam & Co's 13F filing for Q1 2025, filed 13 May 2025.