Confluence Investment Management
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Confluence Investment Management’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Confluence Investment Management’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
2025
Q2 		– Sell
-3,652
Closed -$226K – 288
2025
Q1 		$226K Sell
3,652
-2
-0.1% -$131 ﹤0.01% 275
2024
Q4 		$237K Buy
+3,654
New +$243K ﹤0.01% 279

Other funds holding AVMC

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PAWA
Palo Alto Wealth Advisors Palo Alto, California $343M AUM 33.47% 1-Year Est. Return

Confluence Investment Management's AVMC Position: Q2 2025 in Review

Confluence Investment Management sold out of Avantis US Mid Cap Equity ETF (AVMC) in Q2 2025, closing a stake of 3,652 shares — an estimated $226K sold.

Confluence Investment Management first reported a position in AVMC in Q4 2024 and held it in 2 quarters. The position peaked at $237K in Q4 2024. 42 funds tracked by Wall St. Rank hold AVMC as of Q2 2025.

  • Confluence Investment Management reported no remaining Avantis US Mid Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Confluence Investment Management sold 3,652 Avantis US Mid Cap Equity ETF shares in Q2 2025, an estimated $226K.
  • Confluence Investment Management first reported a position in Avantis US Mid Cap Equity ETF in Q4 2024 and held it in 2 quarters.
  • Confluence Investment Management's Avantis US Mid Cap Equity ETF position peaked at $237K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2025.

Based on Confluence Investment Management's 13F filing for Q2 2025, filed 1 Jul 2025.