Advisory Services Network’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
– Sell
-2,102
Closed -$141K – 2341
2026
Q1
$141K Buy
+2,102
New +$144K ﹤0.01% 2009
2025
Q4
– Sell
-2,132
Closed -$139K – 1986
2025
Q3
$139K Buy
+2,132
New +$135K ﹤0.01% 1891
2025
Q2
– Sell
-6,629
Closed -$385K – 1748
2025
Q1
$385K Sell
6,629
-4,293
-39% -$253K 0.01% 1177
2024
Q4
$635K Sell
10,922
-2,131
-16% -$127K 0.01% 933
2024
Q3
$736K Hold
13,053
– – 0.02% 826
2024
Q2
$736K Buy
13,053
+6,888
+112% +$388K 0.02% 826
2024
Q1
$351K Buy
6,165
+1,440
+30% +$78.7K 0.01% 1085
2023
Q4
$256K Sell
4,725
-30
-0.6% -$1.53K 0.01% 1157
2023
Q3
$237K Buy
+4,755
New +$243K 0.01% 1245

Other funds holding AVMA

Advisory Services Network's AVMA Position: Q2 2026 in Review

Advisory Services Network sold out of Avantis Moderate Allocation ETF (AVMA) in Q2 2026, closing a stake of 2,102 shares — an estimated $141K sold.

Advisory Services Network first reported a position in AVMA in Q3 2023 and held it in 9 quarters. The position peaked at $736K in Q3 2024. 25 funds tracked by Wall St. Rank hold AVMA as of Q2 2026.

  • Advisory Services Network reported no remaining Avantis Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 2,102 Avantis Moderate Allocation ETF shares in Q2 2026, an estimated $141K.
  • Advisory Services Network first reported a position in Avantis Moderate Allocation ETF in Q3 2023 and held it in 9 quarters.
  • Advisory Services Network's Avantis Moderate Allocation ETF position peaked at $736K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.