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CFS Investment Advisory Services’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

CFS Investment Advisory Services’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 		$3.1M Buy
38,813
+1,073
+3% +$83.1K 0.21% 95
2026
Q1 		$2.91M Buy
37,740
+18,905
+100% +$1.4M 0.2% 98
2025
Q4 		$1.33M Buy
18,835
+7,662
+69% +$535K 0.1% 155
2025
Q3 		$781K Buy
11,173
+7,832
+234% +$535K 0.06% 199
2025
Q2 		$221K Buy
+3,341
New +$208K 0.02% 309

Other funds holding AVMC

CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
AWM
Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

CFS Investment Advisory Services's AVMC Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 2.8% in Q2 2026, buying an estimated $83.1K and bringing the position to 38,813 shares worth $3.1M. The position accounts for 0.21% of the portfolio, ranked #95.

CFS Investment Advisory Services first reported a position in AVMC in Q2 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • CFS Investment Advisory Services held 38,813 shares of Avantis US Mid Cap Equity ETF worth $3.1M as of Q2 2026.
  • CFS Investment Advisory Services bought 1,073 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $83.1K.
  • Avantis US Mid Cap Equity ETF made up 0.21% of CFS Investment Advisory Services's portfolio in Q2 2026, its #95 holding.
  • CFS Investment Advisory Services first reported a position in Avantis US Mid Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.