Chicago Partners Investment Group’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Chicago Partners Investment Group’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	$5.41M	Buy	68,484 +842	+1%	+$65.2K	0.11%	158
2026 Q1	$5.22M	Buy	67,642 +4,419	+7%	+$327K	0.12%	155
2025 Q4	$4.67M	Buy	63,223 +1,392	+2%	+$97.1K	0.12%	166
2025 Q3	$4.3M	Buy	61,831 +3,048	+5%	+$208K	0.11%	170
2025 Q2	$4.02M	Buy	58,783 +7,310	+14%	+$456K	0.12%	165
2025 Q1	$3.18M	Buy	51,473 +12,390	+32%	+$811K	0.11%	171
2024 Q4	$2.57M	Buy	39,083 +4,689	+14%	+$312K	0.09%	197
2024 Q3	$2.22M	Buy	34,394 +9,771	+40%	+$598K	0.08%	200
2024 Q2	$1.53M	Buy	24,623 +8,992	+58%	+$539K	0.06%	252
2024 Q1	$923K	Buy	15,631 +9,210	+143%	+$531K	0.04%	330
2023 Q4	$355K	Buy	+6,421	New	+$342K	0.02%	504

Other funds holding AVMC

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

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 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

Networth Advisors Canonsburg, Pennsylvania $172M AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

Chicago Partners Investment Group's AVMC Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 1.2% in Q2 2026, buying an estimated $65.2K and bringing the position to 68,484 shares worth $5.41M. The position accounts for 0.11% of the portfolio, ranked #158.

Chicago Partners Investment Group first reported a position in AVMC in Q4 2023 and has held it in 11 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

Chicago Partners Investment Group held 68,484 shares of Avantis US Mid Cap Equity ETF worth $5.41M as of Q2 2026.
Chicago Partners Investment Group bought 842 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $65.2K.
Avantis US Mid Cap Equity ETF made up 0.11% of Chicago Partners Investment Group's portfolio in Q2 2026, its #158 holding.
Chicago Partners Investment Group first reported a position in Avantis US Mid Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.