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Elevate Wealth Advisory’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Elevate Wealth Advisory’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
2025
Q2 		– Sell
-6,990
Closed -$429K – 135
2025
Q1 		$429K Buy
+6,990
New +$457K 0.3% 51

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Elevate Wealth Advisory's AVMV Position: Q2 2025 in Review

Elevate Wealth Advisory sold out of Avantis US Mid Cap Value ETF (AVMV) in Q2 2025, closing a stake of 6,990 shares — an estimated $429K sold.

Elevate Wealth Advisory first reported a position in AVMV in Q1 2025 and held it in 1 quarter. The position peaked at $429K in Q1 2025. 45 funds tracked by Wall St. Rank hold AVMV as of Q2 2025.

  • Elevate Wealth Advisory reported no remaining Avantis US Mid Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Elevate Wealth Advisory sold 6,990 Avantis US Mid Cap Value ETF shares in Q2 2025, an estimated $429K.
  • Elevate Wealth Advisory first reported a position in Avantis US Mid Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Elevate Wealth Advisory's Avantis US Mid Cap Value ETF position peaked at $429K in Q1 2025.
  • 45 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2025.

Based on Elevate Wealth Advisory's 13F filing for Q2 2025, filed 23 Jul 2025.