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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

EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CGN Advisors's AVMC Position: Q2 2026 in Review

CGN Advisors increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 9.3% in Q2 2026, buying an estimated $1.19M and bringing the position to 180,847 shares worth $14.5M. The position accounts for 1.06% of the portfolio, ranked #19.

CGN Advisors first reported a position in AVMC in Q2 2024 and has held it in 9 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • CGN Advisors held 180,847 shares of Avantis US Mid Cap Equity ETF worth $14.5M as of Q2 2026.
  • CGN Advisors bought 15,386 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $1.19M.
  • Avantis US Mid Cap Equity ETF made up 1.06% of CGN Advisors's portfolio in Q2 2026, its #19 holding.
  • CGN Advisors first reported a position in Avantis US Mid Cap Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.