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Chicago Partners Investment Group’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Chicago Partners Investment Group’s Portfolio AVMV Stock Details AVMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.44M Buy
30,248
+1,071
+4% +$84K 0.05% 301
2026
Q1 		$2.28M Buy
29,177
+2,415
+9% +$181K 0.05% 289
2025
Q4 		$1.99M Buy
26,762
+1,764
+7% +$122K 0.05% 291
2025
Q3 		$1.72M Buy
24,998
+1,952
+8% +$133K 0.04% 306
2025
Q2 		$1.56M Buy
23,046
+2,399
+12% +$148K 0.05% 305
2025
Q1 		$1.25M Buy
20,647
+2,124
+11% +$139K 0.04% 322
2024
Q4 		$1.23M Buy
18,523
+2,314
+14% +$155K 0.04% 308
2024
Q3 		$1.05M Buy
16,209
+2,981
+23% +$183K 0.04% 319
2024
Q2 		$828K Buy
13,228
+4,136
+45% +$248K 0.03% 359
2024
Q1 		$540K Buy
+9,092
New +$522K 0.02% 424

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Chicago Partners Investment Group increased its Avantis US Mid Cap Value ETF (AVMV) stake by 3.7% in Q2 2026, buying an estimated $84K and bringing the position to 30,248 shares worth $2.44M. The position accounts for 0.05% of the portfolio, ranked #301.

Chicago Partners Investment Group first reported a position in AVMV in Q1 2024 and has held it in 10 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Chicago Partners Investment Group held 30,248 shares of Avantis US Mid Cap Value ETF worth $2.44M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,071 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $84K.
  • Avantis US Mid Cap Value ETF made up 0.05% of Chicago Partners Investment Group's portfolio in Q2 2026, its #301 holding.
  • Chicago Partners Investment Group first reported a position in Avantis US Mid Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

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