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Endeavor Private Wealth’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Endeavor Private Wealth’s Portfolio AVMC Stock Details AVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.84M Buy
25,423
+4,936
+24% +$365K 0.53% 58
2025
Q4 		$1.45M Buy
20,487
+1,475
+8% +$103K 0.41% 66
2025
Q3 		$1.32M Buy
19,012
+1,397
+8% +$95.5K 0.41% 65
2025
Q2 		$1.17M Buy
17,615
+4,861
+38% +$303K 0.55% 50
2025
Q1 		$790K Buy
12,754
+2,679
+27% +$175K 0.43% 56
2024
Q4 		$655K Buy
+10,075
New +$670K 0.62% 38

Other funds holding AVMC

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $616M AUM 18.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Endeavor Private Wealth's AVMC Position: Q1 2026 in Review

Endeavor Private Wealth increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 24% in Q1 2026, buying an estimated $365K and bringing the position to 25,423 shares worth $1.84M. The position accounts for 0.53% of the portfolio, ranked #58.

Endeavor Private Wealth first reported a position in AVMC in Q4 2024 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold AVMC as of Q1 2026.

  • Endeavor Private Wealth held 25,423 shares of Avantis US Mid Cap Equity ETF worth $1.84M as of Q1 2026.
  • Endeavor Private Wealth bought 4,936 Avantis US Mid Cap Equity ETF shares in Q1 2026, an estimated $365K.
  • Avantis US Mid Cap Equity ETF made up 0.53% of Endeavor Private Wealth's portfolio in Q1 2026, its #58 holding.
  • Endeavor Private Wealth first reported a position in Avantis US Mid Cap Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 64 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.