Capital Investment Advisory Services’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Capital Investment Advisory Services’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	$23.8K	Buy	+296	New	+$23.2K	﹤0.01%	1066

Other funds holding AVMV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Investment Advisory Services's AVMV Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in Avantis US Mid Cap Value ETF (AVMV) in Q2 2026: 296 shares worth $23.8K. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings.

32 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

Capital Investment Advisory Services held 296 shares of Avantis US Mid Cap Value ETF worth $23.8K as of Q2 2026.
Avantis US Mid Cap Value ETF was a new Capital Investment Advisory Services position in Q2 2026.
Avantis US Mid Cap Value ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1066 holding.
32 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.