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Advisory Services Network’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Advisory Services Network’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 		– Sell
-110
Closed -$8.16K – 2342
2026
Q1 		$8.16K Sell
110
-4,346
-98% -$326K ﹤0.01% 3659
2025
Q4 		$317K Sell
4,456
-1,949
-30% -$135K ﹤0.01% 1450
2025
Q3 		$441K Buy
6,405
+320
+5% +$21.7K 0.01% 1259
2025
Q2 		$404K Buy
6,085
+340
+6% +$20.9K 0.01% 1247
2025
Q1 		$353K Buy
+5,745
New +$376K 0.01% 1212

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Advisory Services Network sold out of Avantis US Mid Cap Value ETF (AVMV) in Q2 2026, closing a stake of 110 shares — an estimated $8.16K sold.

Advisory Services Network first reported a position in AVMV in Q1 2025 and held it in 5 quarters. The position peaked at $441K in Q3 2025. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Advisory Services Network reported no remaining Avantis US Mid Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 110 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $8.16K.
  • Advisory Services Network first reported a position in Avantis US Mid Cap Value ETF in Q1 2025 and held it in 5 quarters.
  • Advisory Services Network's Avantis US Mid Cap Value ETF position peaked at $441K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

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