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Crosspoint Financial’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Crosspoint Financial’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
Q1 		$1.42M Buy
21,170
+2,260
+12% +$155K 3.58% 9
2025
Q4 		$1.25M Buy
18,910
+8,310
+78% +$547K 2.95% 9
2025
Q3 		$690K Buy
10,600
+5,600
+112% +$354K 1.69% 14
2025
Q2 		$307K Hold
5,000
– – 0.82% 25
2025
Q1 		$290K Buy
+5,000
New +$295K 0.84% 25

Other funds holding AVMA

CPW
Cogent Private Wealth Orlando, Florida $139M AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $238M AUM 16.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Crosspoint Financial's AVMA Position: Q1 2026 in Review

Crosspoint Financial increased its Avantis Moderate Allocation ETF (AVMA) stake by 12% in Q1 2026, buying an estimated $155K and bringing the position to 21,170 shares worth $1.42M. The position accounts for 3.58% of the portfolio, ranked #9.

Crosspoint Financial first reported a position in AVMA in Q1 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold AVMA as of Q1 2026.

  • Crosspoint Financial held 21,170 shares of Avantis Moderate Allocation ETF worth $1.42M as of Q1 2026.
  • Crosspoint Financial bought 2,260 Avantis Moderate Allocation ETF shares in Q1 2026, an estimated $155K.
  • Avantis Moderate Allocation ETF made up 3.58% of Crosspoint Financial's portfolio in Q1 2026, its #9 holding.
  • Crosspoint Financial first reported a position in Avantis Moderate Allocation ETF in Q1 2025 and has held it in 5 quarters since.
  • 20 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q1 2026.

Based on Crosspoint Financial's 13F filing for Q1 2026, filed 13 May 2026.