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Diversify Wealth Management’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Diversify Wealth Management’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
+1,351
+9% +$96.7K 0.02% 571
2026
Q1 		$1.06M Buy
15,044
+8,484
+129% +$581K 0.02% 579
2025
Q4 		$445K Sell
6,560
-151
-2% -$9.93K 0.02% 465
2025
Q3 		$440K Buy
6,711
+227
+4% +$14.4K 0.03% 402
2025
Q2 		$410K Sell
6,484
-75
-1% -$4.41K 0.03% 407
2025
Q1 		$380K Sell
6,559
-72
-1% -$4.25K 0.03% 402
2024
Q4 		$382K Buy
6,631
+456
+7% +$27.3K 0.03% 393
2024
Q3 		$365K Buy
+6,175
New +$357K 0.04% 366

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
CF
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 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
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 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 $787M AUM 22.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Diversify Wealth Management's AVMA Position: Q2 2026 in Review

Diversify Wealth Management increased its Avantis Moderate Allocation ETF (AVMA) stake by 9% in Q2 2026, buying an estimated $96.7K and bringing the position to 16,395 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #571.

Diversify Wealth Management first reported a position in AVMA in Q3 2024 and has held it in 8 quarters since. 19 funds tracked by Wall St. Rank hold AVMA as of Q2 2026.

  • Diversify Wealth Management held 16,395 shares of Avantis Moderate Allocation ETF worth $1.19M as of Q2 2026.
  • Diversify Wealth Management bought 1,351 Avantis Moderate Allocation ETF shares in Q2 2026, an estimated $96.7K.
  • Avantis Moderate Allocation ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #571 holding.
  • Diversify Wealth Management first reported a position in Avantis Moderate Allocation ETF in Q3 2024 and has held it in 8 quarters since.
  • 19 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.