Envestnet Asset Management
AVMV icon

Envestnet Asset Management’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Envestnet Asset Management’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
2026
Q2 		$3.31M Buy
41,151
+9,899
+32% +$776K ﹤0.01% 2760
2026
Q1 		$2.32M Buy
31,252
+17,672
+130% +$1.33M ﹤0.01% 2903
2025
Q4 		$967K Sell
13,580
-4,430
-25% -$307K ﹤0.01% 3290
2025
Q3 		$1.24M Buy
18,010
+4,147
+30% +$282K ﹤0.01% 3207
2025
Q2 		$906K Buy
13,863
+4,076
+42% +$251K ﹤0.01% 3334
2025
Q1 		$601K Buy
+9,787
New +$640K ﹤0.01% 3509

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Envestnet Asset Management increased its Avantis US Mid Cap Value ETF (AVMV) stake by 32% in Q2 2026, buying an estimated $776K and bringing the position to 41,151 shares worth $3.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2760.

Envestnet Asset Management first reported a position in AVMV in Q1 2025 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Envestnet Asset Management held 41,151 shares of Avantis US Mid Cap Value ETF worth $3.31M as of Q2 2026.
  • Envestnet Asset Management bought 9,899 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $776K.
  • Avantis US Mid Cap Value ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2760 holding.
  • Envestnet Asset Management first reported a position in Avantis US Mid Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

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