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Global Retirement Partners’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Global Retirement Partners’s Portfolio AVMV Stock Details AVMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$860K Buy
+10,677
New +$837K 0.01% 808
2025
Q4 		$426K Buy
5,977
+604
+11% +$41.9K 0.01% 1040
2025
Q3 		$370K Buy
5,373
+2,044
+61% +$139K 0.01% 880
2025
Q2 		$218K Buy
+3,329
New +$205K 0.01% 1047

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Global Retirement Partners's AVMV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Avantis US Mid Cap Value ETF (AVMV) in Q2 2026: 10,677 shares worth $860K. The stake represents 0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AVMV as recently as Q4 2025.

Global Retirement Partners first reported a position in AVMV in Q2 2025 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Global Retirement Partners held 10,677 shares of Avantis US Mid Cap Value ETF worth $860K as of Q2 2026.
  • Avantis US Mid Cap Value ETF was a new Global Retirement Partners position in Q2 2026.
  • Avantis US Mid Cap Value ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #808 holding.
  • Global Retirement Partners first reported a position in Avantis US Mid Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.