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Clearstead Advisors’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Clearstead Advisors’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 		– Sell
-586
Closed -$41.7K – 2301
2025
Q4 		$41.7K Buy
+586
New +$40.7K ﹤0.01% 1476

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
MFT
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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M 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 $162B AUM 16.35% 1-Year Est. Return
FIC
Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Clearstead Advisors's AVMV Position: Q1 2026 in Review

Clearstead Advisors sold out of Avantis US Mid Cap Value ETF (AVMV) in Q1 2026, closing a stake of 586 shares — an estimated $41.7K sold.

Clearstead Advisors first reported a position in AVMV in Q4 2025 and held it in 1 quarter. The position peaked at $41.7K in Q4 2025. 78 funds tracked by Wall St. Rank hold AVMV as of Q1 2026.

  • Clearstead Advisors reported no remaining Avantis US Mid Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 586 Avantis US Mid Cap Value ETF shares in Q1 2026, an estimated $41.7K.
  • Clearstead Advisors first reported a position in Avantis US Mid Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Clearstead Advisors's Avantis US Mid Cap Value ETF position peaked at $41.7K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.