EWM
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Evermay Wealth Management’s Miller Value Partners Appreciation ETF MVPA Stock Holding History

Evermay Wealth Management’s Portfolio MVPA Stock Details MVPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-126
Closed -$3.95K – 607
2025
Q1 		$3.95K Hold
126
– – ﹤0.01% 494
2024
Q4 		$4.34K Buy
+126
New +$4.38K ﹤0.01% 493

Other funds holding MVPA

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evermay Wealth Management's MVPA Position: Q2 2025 in Review

Evermay Wealth Management sold out of Miller Value Partners Appreciation ETF (MVPA) in Q2 2025, closing a stake of 126 shares — an estimated $3.95K sold.

Evermay Wealth Management first reported a position in MVPA in Q4 2024 and held it in 2 quarters. The position peaked at $4.34K in Q4 2024. 13 funds tracked by Wall St. Rank hold MVPA as of Q2 2025.

  • Evermay Wealth Management reported no remaining Miller Value Partners Appreciation ETF position as of Q2 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 126 Miller Value Partners Appreciation ETF shares in Q2 2025, an estimated $3.95K.
  • Evermay Wealth Management first reported a position in Miller Value Partners Appreciation ETF in Q4 2024 and held it in 2 quarters.
  • Evermay Wealth Management's Miller Value Partners Appreciation ETF position peaked at $4.34K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Miller Value Partners Appreciation ETF as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.