CI
AVMV icon

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
Q2 		$33K Buy
+408
New +$32K ﹤0.01% 1052

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
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
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

CX Institutional's AVMV Position: Q2 2026 in Review

CX Institutional opened a new position in Avantis US Mid Cap Value ETF (AVMV) in Q2 2026: 408 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #1052 among its holdings.

25 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • CX Institutional held 408 shares of Avantis US Mid Cap Value ETF worth $33K as of Q2 2026.
  • Avantis US Mid Cap Value ETF was a new CX Institutional position in Q2 2026.
  • Avantis US Mid Cap Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1052 holding.
  • 25 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.