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 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

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $350M AUM 39.2% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $141M AUM

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

Tarbox Family Office Newport Beach, California $616M AUM 18.34% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return