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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
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

WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return

Atwood & Palmer's AVMC Position: Q2 2026 in Review

Atwood & Palmer held its Avantis US Mid Cap Equity ETF (AVMC) position steady in Q2 2026 at 1,743 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #178.

Atwood & Palmer first reported a position in AVMC in Q2 2024 and has held it in 9 quarters since. 31 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Atwood & Palmer held 1,743 shares of Avantis US Mid Cap Equity ETF worth $140K as of Q2 2026.
  • Atwood & Palmer 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 Atwood & Palmer's portfolio in Q2 2026, its #178 holding.
  • Atwood & Palmer first reported a position in Avantis US Mid Cap Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 31 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.