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Atwood & Palmer’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Atwood & Palmer’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 		$133K Hold
1,743
– – 0.01% 193
2026
Q2 		$140K Hold
1,743
– – 0.01% 178
2026
Q1 		$126K Hold
1,743
– – 0.01% 185
2025
Q4 		$123K Hold
1,743
– – 0.01% 172
2025
Q3 		$121K Hold
1,743
– – 0.01% 177
2025
Q2 		$115K Hold
1,743
– – 0.01% 178
2025
Q1 		$108K Hold
1,743
– – 0.01% 181
2024
Q4 		$113K Hold
1,743
– – 0.01% 173
2024
Q3 		$112K Hold
1,743
– – 0.01% 175
2024
Q2 		$103K Buy
+1,743
New +$104K 0.01% 175

Other funds holding AVMC

MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
Farther Finance Advisors
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
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Atwood & Palmer's AVMC Position: Q3 2026 in Review

Atwood & Palmer held its Avantis US Mid Cap Equity ETF (AVMC) position steady in Q3 2026 at 1,743 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #193.

Atwood & Palmer first reported a position in AVMC in Q2 2024 and has held it in 10 quarters since. The position peaked at $140K in Q2 2026. 6 funds tracked by Wall St. Rank hold AVMC as of Q3 2026.

  • Atwood & Palmer held 1,743 shares of Avantis US Mid Cap Equity ETF worth $133K as of Q3 2026.
  • Atwood & Palmer left its Avantis US Mid Cap Equity ETF share count unchanged in Q3 2026.
  • Avantis US Mid Cap Equity ETF made up 0.01% of Atwood & Palmer's portfolio in Q3 2026, its #193 holding.
  • Atwood & Palmer first reported a position in Avantis US Mid Cap Equity ETF in Q2 2024 and has held it in 10 quarters since.
  • Atwood & Palmer's Avantis US Mid Cap Equity ETF position peaked at $140K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.