CX Institutional
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CX Institutional’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

CX Institutional’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
Q3 		$31K Buy
409
+1
+0.2% +$81 ﹤0.01% 1116
2026
Q2 		$33K Buy
+408
New +$32K ﹤0.01% 1052

Other funds holding AVMV

Enzi Wealth
Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Triangle Securities Wealth Management
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

CX Institutional's AVMV Position: Q3 2026 in Review

CX Institutional increased its Avantis US Mid Cap Value ETF (AVMV) stake by 0.25% in Q3 2026, buying an estimated $81 and bringing the position to 409 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

CX Institutional first reported a position in AVMV in Q2 2026 and has held it in 2 quarters since. The position peaked at $33K in Q2 2026. 35 funds tracked by Wall St. Rank hold AVMV as of Q3 2026.

  • CX Institutional held 409 shares of Avantis US Mid Cap Value ETF worth $31K as of Q3 2026.
  • CX Institutional bought 1 Avantis US Mid Cap Value ETF share in Q3 2026, an estimated $81.
  • Avantis US Mid Cap Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1116 holding.
  • CX Institutional first reported a position in Avantis US Mid Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • CX Institutional's Avantis US Mid Cap Value ETF position peaked at $33K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.