Commonwealth Equity Services’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Commonwealth Equity Services’s Portfolio AVMA Stock Details AVMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Buy	+2,951	New	+$211K	﹤0.01%	4073

Other funds holding AVMA

CPW

Cogent Private Wealth Orlando, Florida $160M AUM

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

DAS

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return

IWS

Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Commonwealth Equity Services's AVMA Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in Avantis Moderate Allocation ETF (AVMA) in Q2 2026: 2,951 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #4073 among its holdings.

24 funds tracked by Wall St. Rank hold AVMA as of Q2 2026.

Commonwealth Equity Services held 2,951 shares of Avantis Moderate Allocation ETF worth $215K as of Q2 2026.
Avantis Moderate Allocation ETF was a new Commonwealth Equity Services position in Q2 2026.
Avantis Moderate Allocation ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4073 holding.
24 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.