EverSource Wealth Advisors
AVMA icon

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
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
VF
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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. 25 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.
  • 25 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.