AssetMark Inc
AVMC icon

AssetMark Inc’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

AssetMark Inc’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 		$4.98K Hold
62
– – ﹤0.01% 2689
2026
Q1 		$4.48K Hold
62
– – ﹤0.01% 2602
2025
Q4 		$4.38K Hold
62
– – ﹤0.01% 2513
2025
Q3 		$4.31K Hold
62
– – ﹤0.01% 2397
2025
Q2 		$4.1K Buy
+62
New +$3.87K ﹤0.01% 2190

Other funds holding AVMC

EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
HighTower Advisors
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
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
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CA
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

AssetMark Inc's AVMC Position: Q2 2026 in Review

AssetMark Inc held its Avantis US Mid Cap Equity ETF (AVMC) position steady in Q2 2026 at 62 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2689.

AssetMark Inc first reported a position in AVMC in Q2 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • AssetMark Inc held 62 shares of Avantis US Mid Cap Equity ETF worth $4.98K as of Q2 2026.
  • AssetMark Inc left its Avantis US Mid Cap Equity ETF share count unchanged in Q2 2026.
  • Avantis US Mid Cap Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2689 holding.
  • AssetMark Inc first reported a position in Avantis US Mid Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.