CGN Advisors’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

CGN Advisors’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	$14.5M	Buy	180,847 +15,386	+9%	+$1.19M	1.06%	19
2026 Q1	$12M	Sell	165,461 -2,332	-1%	-$172K	0.94%	23
2025 Q4	$11.9M	Sell	167,793 -7,451	-4%	-$520K	0.94%	23
2025 Q3	$12.2M	Buy	175,244 +5,231	+3%	+$357K	1%	23
2025 Q2	$11.3M	Buy	170,013 +22,952	+16%	+$1.43M	1.01%	21
2025 Q1	$9.11M	Buy	147,061 +50,967	+53%	+$3.34M	0.89%	26
2024 Q4	$6.25M	Buy	96,094 +2,724	+3%	+$181K	0.61%	40
2024 Q3	$6M	Buy	93,370 +11,409	+14%	+$698K	0.6%	38
2024 Q2	$4.86M	Buy	+81,961	New	+$4.91M	0.57%	39

Other funds holding AVMC

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

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

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return