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Evoke Wealth’s Avantis Total Equity Markets ETF AVTM Stock Holding History

Evoke Wealth’s Portfolio AVTM Stock Details AVTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-624,484
Closed -$29.4M – 711
2026
Q1 		$29.4M Buy
+624,484
New +$30.4M 0.53% 35

Other funds holding AVTM

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Evoke Wealth's AVTM Position: Q2 2026 in Review

Evoke Wealth sold out of Avantis Total Equity Markets ETF (AVTM) in Q2 2026, closing a stake of 624,484 shares — an estimated $29.4M sold.

Evoke Wealth first reported a position in AVTM in Q1 2026 and held it in 1 quarter. The position peaked at $29.4M in Q1 2026. 25 funds tracked by Wall St. Rank hold AVTM as of Q2 2026.

  • Evoke Wealth reported no remaining Avantis Total Equity Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 624,484 Avantis Total Equity Markets ETF shares in Q2 2026, an estimated $29.4M.
  • Evoke Wealth first reported a position in Avantis Total Equity Markets ETF in Q1 2026 and held it in 1 quarter.
  • Evoke Wealth's Avantis Total Equity Markets ETF position peaked at $29.4M in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Avantis Total Equity Markets ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.