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1620 Investment Advisors’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

1620 Investment Advisors’s Portfolio AVMV Stock Details AVMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.9K Hold
160
– – 0.01% 459
2026
Q1 		$11.9K Hold
160
– – 0.01% 453
2025
Q4 		$11.4K Buy
+160
New +$11.1K 0.01% 448

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

1620 Investment Advisors's AVMV Position: Q2 2026 in Review

1620 Investment Advisors held its Avantis US Mid Cap Value ETF (AVMV) position steady in Q2 2026 at 160 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #459.

1620 Investment Advisors first reported a position in AVMV in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • 1620 Investment Advisors held 160 shares of Avantis US Mid Cap Value ETF worth $12.9K as of Q2 2026.
  • 1620 Investment Advisors left its Avantis US Mid Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Mid Cap Value ETF made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #459 holding.
  • 1620 Investment Advisors first reported a position in Avantis US Mid Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.