AWM
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AE Wealth Management’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

AE Wealth Management’s Portfolio AVMC Stock Details AVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.17M Buy
113,090
+13,209
+13% +$976K 0.04% 323
2025
Q4 		$7.06M Buy
99,881
+26,096
+35% +$1.82M 0.04% 346
2025
Q3 		$5.13M Buy
73,785
+20,097
+37% +$1.37M 0.03% 357
2025
Q2 		$3.55M Buy
53,688
+27,422
+104% +$1.71M 0.03% 415
2025
Q1 		$1.63M Buy
26,266
+13,577
+107% +$889K 0.01% 579
2024
Q4 		$825K Buy
+12,689
New +$844K 0.01% 757

Other funds holding AVMC

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $350M AUM 39.2% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $141M AUM
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $616M AUM 18.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return