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Allegheny Financial Group’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Allegheny Financial Group’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 		$6.52M Buy
80,919
+64,981
+408% +$5.1M 0.69% 27
2026
Q1 		$1.18M Buy
+15,938
New +$1.2M 0.16% 91

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 $895M AUM 10.23% 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

Allegheny Financial Group's AVMV Position: Q2 2026 in Review

Allegheny Financial Group increased its Avantis US Mid Cap Value ETF (AVMV) stake by 408% in Q2 2026, buying an estimated $5.1M and bringing the position to 80,919 shares worth $6.52M. The position accounts for 0.69% of the portfolio, ranked #27.

Allegheny Financial Group first reported a position in AVMV in Q1 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Allegheny Financial Group held 80,919 shares of Avantis US Mid Cap Value ETF worth $6.52M as of Q2 2026.
  • Allegheny Financial Group bought 64,981 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $5.1M.
  • Avantis US Mid Cap Value ETF made up 0.69% of Allegheny Financial Group's portfolio in Q2 2026, its #27 holding.
  • Allegheny Financial Group first reported a position in Avantis US Mid Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.