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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
Q2 		$1.25M Sell
17,200
-3,970
-19% -$284K 2.87% 9
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 $160M AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
OC
OceanIQ Capital Palo Alto, California $165M AUM

Crosspoint Financial's AVMA Position: Q2 2026 in Review

Crosspoint Financial reduced its Avantis Moderate Allocation ETF (AVMA) stake by 19% in Q2 2026, selling an estimated $284K and leaving 17,200 shares worth $1.25M. The position accounts for 2.87% of the portfolio, ranked #9.

Crosspoint Financial first reported a position in AVMA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.42M in Q1 2026. 24 funds tracked by Wall St. Rank hold AVMA as of Q2 2026.

  • Crosspoint Financial held 17,200 shares of Avantis Moderate Allocation ETF worth $1.25M as of Q2 2026.
  • Crosspoint Financial sold 3,970 Avantis Moderate Allocation ETF shares in Q2 2026, an estimated $284K.
  • Avantis Moderate Allocation ETF made up 2.87% of Crosspoint Financial's portfolio in Q2 2026, its #9 holding.
  • Crosspoint Financial first reported a position in Avantis Moderate Allocation ETF in Q1 2025 and has held it in 6 quarters since.
  • Crosspoint Financial's Avantis Moderate Allocation ETF position peaked at $1.42M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

Based on Crosspoint Financial's 13F filing for Q2 2026, filed 7 Aug 2026.