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 Q2	$11.3M	Buy	141,166 +28,076	+25%	+$2.18M	0.05%	287
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

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

TFO

Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

AE Wealth Management's AVMC Position: Q2 2026 in Review

AE Wealth Management increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 25% in Q2 2026, buying an estimated $2.18M and bringing the position to 141,166 shares worth $11.3M. The position accounts for 0.05% of the portfolio, ranked #287.

AE Wealth Management first reported a position in AVMC in Q4 2024 and has held it in 7 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

AE Wealth Management held 141,166 shares of Avantis US Mid Cap Equity ETF worth $11.3M as of Q2 2026.
AE Wealth Management bought 28,076 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $2.18M.
Avantis US Mid Cap Equity ETF made up 0.05% of AE Wealth Management's portfolio in Q2 2026, its #287 holding.
AE Wealth Management first reported a position in Avantis US Mid Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.