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

Enzi Wealth’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 Q3	$57.6M	Buy	734,458 +18,555	+3%	+$1.5M	17.25%	1
2026 Q2	$57.7M	Buy	715,903 +38,894	+6%	+$3.05M	18.26%	1
2026 Q1	$50.2M	Buy	677,009 +44,123	+7%	+$3.31M	17.43%	1
2025 Q4	$47.2M	Buy	632,886 +492,311	+350%	+$34.2M	16.63%	1
2025 Q3	$9.46M	Buy	140,575 +1,900	+1%	+$129K	3.33%	11
2025 Q2	$9.29M	Buy	138,675 +1,101	+0.8%	+$67.8K	3.4%	11
2025 Q1	$8.15M	Buy	137,574 +11,573	+9%	+$757K	3.3%	11
2024 Q4	$8.72M	Buy	126,001 +15,880	+14%	+$1.06M	3.32%	11
2024 Q3	$7.24M	Buy	110,121 +99,365	+924%	+$6.08M	2.83%	12
2024 Q2	$633K	Buy	+10,756	New	+$646K	0.28%	27

Other funds holding AVMV

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

FNBSF

First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Enzi Wealth's AVMV Position: Q3 2026 in Review

Enzi Wealth increased its Avantis US Mid Cap Value ETF (AVMV) stake by 2.6% in Q3 2026, buying an estimated $1.5M and bringing the position to 734,458 shares worth $57.6M. The position accounts for 17.25% of the portfolio, ranked #1.

Enzi Wealth first reported a position in AVMV in Q2 2024 and has held it in 10 quarters since. The position peaked at $57.7M in Q2 2026. 29 funds tracked by Wall St. Rank hold AVMV as of Q3 2026.

Enzi Wealth held 734,458 shares of Avantis US Mid Cap Value ETF worth $57.6M as of Q3 2026.
Enzi Wealth bought 18,555 Avantis US Mid Cap Value ETF shares in Q3 2026, an estimated $1.5M.
Avantis US Mid Cap Value ETF made up 17.25% of Enzi Wealth's portfolio in Q3 2026, its #1 holding.
Enzi Wealth first reported a position in Avantis US Mid Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
Enzi Wealth's Avantis US Mid Cap Value ETF position peaked at $57.7M in Q2 2026.
29 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.