EverSource Wealth Advisors’s Avantis Moderate Allocation ETF AVMA Stock Holding History

EverSource Wealth Advisors’s Portfolio AVMA Stock Details AVMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.3K	Buy	306 +2	+0.7%	+$143	﹤0.01%	2357
2026 Q1	$20.4K	Buy	304 +60	+25%	+$4.11K	﹤0.01%	2493
2025 Q4	$16.2K	Buy	244 +25	+11%	+$1.64K	﹤0.01%	2522
2025 Q3	$14.2K	Buy	219 +25	+13%	+$1.58K	﹤0.01%	2601
2025 Q2	$11.9K	Buy	194 +34	+21%	+$2K	﹤0.01%	2689
2025 Q1	$9.27K	Buy	160 +16	+11%	+$944	﹤0.01%	2152
2024 Q4	$8.36K	Buy	144 +36	+33%	+$2.15K	﹤0.01%	2093
2024 Q3	$6.46K	Buy	108 +9	+9%	+$520	﹤0.01%	2110
2024 Q2	$5.74K	Buy	99 +26	+36%	+$1.46K	﹤0.01%	2172
2024 Q1	$4.02K	Buy	+73	New	+$3.99K	﹤0.01%	2145

Other funds holding AVMA

CPW

Cogent Private Wealth Orlando, Florida $160M AUM

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return

IWS

Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Marrick Wealth Irvine, California $141M AUM

EverSource Wealth Advisors's AVMA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Avantis Moderate Allocation ETF (AVMA) stake by 0.66% in Q2 2026, buying an estimated $143 and bringing the position to 306 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

EverSource Wealth Advisors first reported a position in AVMA in Q1 2024 and has held it in 10 quarters since. 17 funds tracked by Wall St. Rank hold AVMA as of Q2 2026.

EverSource Wealth Advisors held 306 shares of Avantis Moderate Allocation ETF worth $22.3K as of Q2 2026.
EverSource Wealth Advisors bought 2 Avantis Moderate Allocation ETF shares in Q2 2026, an estimated $143.
Avantis Moderate Allocation ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2357 holding.
EverSource Wealth Advisors first reported a position in Avantis Moderate Allocation ETF in Q1 2024 and has held it in 10 quarters since.
17 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.