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 Q3	$1.32M	Buy	18,234 +1,839	+11%	+$134K	0.02%	571
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%	-$9.9K	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	0.03%	366

Other funds holding AVMA

Cogent Private Wealth Orlando, Florida $166M AUM 13.95% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Vawter Financial Columbus, Ohio $269M AUM 9.89% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

OceanIQ Capital Palo Alto, California $190M AUM

Crosspoint Financial Tustin, California $50.5M AUM 18.09% 1-Year Est. Return

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

Diversify Wealth Management's AVMA Position: Q3 2026 in Review

Diversify Wealth Management increased its Avantis Moderate Allocation ETF (AVMA) stake by 11% in Q3 2026, buying an estimated $134K and bringing the position to 18,234 shares worth $1.32M. 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 9 quarters since. 24 funds tracked by Wall St. Rank hold AVMA as of Q3 2026.

Diversify Wealth Management held 18,234 shares of Avantis Moderate Allocation ETF worth $1.32M as of Q3 2026.
Diversify Wealth Management bought 1,839 Avantis Moderate Allocation ETF shares in Q3 2026, an estimated $134K.
Avantis Moderate Allocation ETF made up 0.02% of Diversify Wealth Management's portfolio in Q3 2026, its #571 holding.
Diversify Wealth Management first reported a position in Avantis Moderate Allocation ETF in Q3 2024 and has held it in 9 quarters since.
24 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.