Corient Private Wealth
AVMV icon

Corient Private Wealth’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Corient Private Wealth’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
Q2 		$8.9M Buy
110,524
+49,112
+80% +$3.85M 0.01% 679
2026
Q1 		$4.56M Buy
61,412
+30,549
+99% +$2.29M 0.01% 888
2025
Q4 		$2.2M Buy
30,863
+14,732
+91% +$1.02M ﹤0.01% 1104
2025
Q3 		$1.11M Buy
16,131
+4,939
+44% +$335K ﹤0.01% 1384
2025
Q2 		$732K Buy
+11,192
New +$689K ﹤0.01% 1503

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M 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 $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Corient Private Wealth's AVMV Position: Q2 2026 in Review

Corient Private Wealth increased its Avantis US Mid Cap Value ETF (AVMV) stake by 80% in Q2 2026, buying an estimated $3.85M and bringing the position to 110,524 shares worth $8.9M. The position accounts for 0.01% of the portfolio, ranked #679.

Corient Private Wealth first reported a position in AVMV in Q2 2025 and has held it in 5 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Corient Private Wealth held 110,524 shares of Avantis US Mid Cap Value ETF worth $8.9M as of Q2 2026.
  • Corient Private Wealth bought 49,112 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $3.85M.
  • Avantis US Mid Cap Value ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #679 holding.
  • Corient Private Wealth first reported a position in Avantis US Mid Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.