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 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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

American Century Companies

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

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $556M AUM

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return