Align Financial’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Align Financial’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 Q3	$109K	Buy	+1,425	New	+$113K	0.05%	117

Other funds holding AVMC

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GFM

GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Align Financial's AVMC Position: Q3 2026 in Review

Align Financial opened a new position in Avantis US Mid Cap Equity ETF (AVMC) in Q3 2026: 1,425 shares worth $109K. The stake represents 0.05% of the portfolio and ranks #117 among its holdings.

10 funds tracked by Wall St. Rank hold AVMC as of Q3 2026.

Align Financial held 1,425 shares of Avantis US Mid Cap Equity ETF worth $109K as of Q3 2026.
Avantis US Mid Cap Equity ETF was a new Align Financial position in Q3 2026.
Avantis US Mid Cap Equity ETF made up 0.05% of Align Financial's portfolio in Q3 2026, its #117 holding.
10 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.