Cambridge Investment Research Advisors’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Cambridge Investment Research Advisors’s Portfolio AVMA Stock Details AVMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$270K	Buy	3,702 +154	+4%	+$11K	﹤0.01%	3540
2026 Q1	$238K	Buy	3,548 +120	+4%	+$8.22K	﹤0.01%	3510
2025 Q4	$227K	Buy	3,428 +205	+6%	+$13.5K	﹤0.01%	3468
2025 Q3	$210K	Buy	+3,223	New	+$204K	﹤0.01%	3443

Other funds holding AVMA

CPW

Cogent Private Wealth Orlando, Florida $160M AUM

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return

IWS

Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Cambridge Investment Research Advisors's AVMA Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Avantis Moderate Allocation ETF (AVMA) stake by 4.3% in Q2 2026, buying an estimated $11K and bringing the position to 3,702 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #3540.

Cambridge Investment Research Advisors first reported a position in AVMA in Q3 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold AVMA as of Q2 2026.

Cambridge Investment Research Advisors held 3,702 shares of Avantis Moderate Allocation ETF worth $270K as of Q2 2026.
Cambridge Investment Research Advisors bought 154 Avantis Moderate Allocation ETF shares in Q2 2026, an estimated $11K.
Avantis Moderate Allocation ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3540 holding.
Cambridge Investment Research Advisors first reported a position in Avantis Moderate Allocation ETF in Q3 2025 and has held it in 4 quarters since.
19 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.