Corient Private Wealth
AVMA icon

Corient Private Wealth’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Corient Private Wealth’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
2025
Q2 		– Sell
-4,639
Closed -$269K – 2440
2025
Q1 		$269K Buy
+4,639
New +$274K ﹤0.01% 1909

Other funds holding AVMA

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VF
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IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Corient Private Wealth's AVMA Position: Q2 2025 in Review

Corient Private Wealth sold out of Avantis Moderate Allocation ETF (AVMA) in Q2 2025, closing a stake of 4,639 shares — an estimated $269K sold.

Corient Private Wealth first reported a position in AVMA in Q1 2025 and held it in 1 quarter. The position peaked at $269K in Q1 2025. 12 funds tracked by Wall St. Rank hold AVMA as of Q2 2025.

  • Corient Private Wealth reported no remaining Avantis Moderate Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Corient Private Wealth sold 4,639 Avantis Moderate Allocation ETF shares in Q2 2025, an estimated $269K.
  • Corient Private Wealth first reported a position in Avantis Moderate Allocation ETF in Q1 2025 and held it in 1 quarter.
  • Corient Private Wealth's Avantis Moderate Allocation ETF position peaked at $269K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.