Commonwealth Equity Services
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Commonwealth Equity Services’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Commonwealth Equity Services’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
Q2 		$769K Buy
9,578
+731
+8% +$56.6K ﹤0.01% 2931
2026
Q1 		$639K Buy
8,847
+429
+5% +$31.7K ﹤0.01% 2991
2025
Q4 		$595K Buy
8,418
+414
+5% +$28.9K ﹤0.01% 3039
2025
Q3 		$557K Sell
8,004
-411
-5% -$28.1K ﹤0.01% 3088
2025
Q2 		$557K Buy
8,415
+700
+9% +$43.7K ﹤0.01% 3057
2025
Q1 		$478K Buy
+7,715
New +$505K ﹤0.01% 3059

Other funds holding AVMC

EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

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

Commonwealth Equity Services increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 8.3% in Q2 2026, buying an estimated $56.6K and bringing the position to 9,578 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #2931.

Commonwealth Equity Services first reported a position in AVMC in Q1 2025 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Commonwealth Equity Services held 9,578 shares of Avantis US Mid Cap Equity ETF worth $769K as of Q2 2026.
  • Commonwealth Equity Services bought 731 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $56.6K.
  • Avantis US Mid Cap Equity ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2931 holding.
  • Commonwealth Equity Services first reported a position in Avantis US Mid Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

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