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Farther Finance Advisors’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Farther Finance 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 		$43.7K Hold
600
– – ﹤0.01% 3351
2026
Q1 		$40.6K Hold
600
– – ﹤0.01% 3146
2025
Q4 		$39.8K Buy
+600
New +$39.5K ﹤0.01% 2966

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
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
DAS
Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return
DWM
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
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Farther Finance Advisors's AVMA Position: Q2 2026 in Review

Farther Finance Advisors held its Avantis Moderate Allocation ETF (AVMA) position steady in Q2 2026 at 600 shares worth $43.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3351.

Farther Finance Advisors first reported a position in AVMA in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold AVMA as of Q2 2026.

  • Farther Finance Advisors held 600 shares of Avantis Moderate Allocation ETF worth $43.7K as of Q2 2026.
  • Farther Finance Advisors left its Avantis Moderate Allocation ETF share count unchanged in Q2 2026.
  • Avantis Moderate Allocation ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3351 holding.
  • Farther Finance Advisors first reported a position in Avantis Moderate Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.