Diversify Advisory Services’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Diversify Advisory Services’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	$1.19M	Buy	+16,395	New	+$1.17M	0.02%	571

Other funds holding AVMA

Cogent Private Wealth Orlando, Florida $160M AUM

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return

Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

OceanIQ Capital, LLC Palo Alto, California $165M AUM

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Diversify Advisory Services's AVMA Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Avantis Moderate Allocation ETF (AVMA) in Q2 2026: 16,395 shares worth $1.19M. The stake represents 0.02% of the portfolio and ranks #571 among its holdings.

23 funds tracked by Wall St. Rank hold AVMA as of Q2 2026.

Diversify Advisory Services held 16,395 shares of Avantis Moderate Allocation ETF worth $1.19M as of Q2 2026.
Avantis Moderate Allocation ETF was a new Diversify Advisory Services position in Q2 2026.
Avantis Moderate Allocation ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #571 holding.
23 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.