Envestnet Asset Management
AVMC icon

Envestnet Asset Management’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Envestnet Asset Management’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
Q2 		$4.05M Buy
50,481
+2,128
+4% +$165K ﹤0.01% 2615
2026
Q1 		$3.49M Buy
+48,353
New +$3.57M ﹤0.01% 2601
2025
Q4 		– Sell
-12,600
Closed -$877K – 4465
2025
Q3 		$877K Buy
12,600
+955
+8% +$65.3K ﹤0.01% 3404
2025
Q2 		$771K Buy
11,645
+4,486
+63% +$280K ﹤0.01% 3417
2025
Q1 		$444K Buy
+7,159
New +$469K ﹤0.01% 3699

Other funds holding AVMC

EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $698M AUM 23.16% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

Envestnet Asset Management's AVMC Position: Q2 2026 in Review

Envestnet Asset Management increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 4.4% in Q2 2026, buying an estimated $165K and bringing the position to 50,481 shares worth $4.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

Envestnet Asset Management first reported a position in AVMC in Q1 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Envestnet Asset Management held 50,481 shares of Avantis US Mid Cap Equity ETF worth $4.05M as of Q2 2026.
  • Envestnet Asset Management bought 2,128 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $165K.
  • Avantis US Mid Cap Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2615 holding.
  • Envestnet Asset Management first reported a position in Avantis US Mid Cap Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.