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

Advisory Services Network’s Portfolio AVMA Stock Details AVMA Fund Activity

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

CPW

Cogent Private Wealth Orlando, Florida $160M AUM

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

DAS

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return

IWS

Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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. 24 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.
24 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.