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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
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 $1.76B AUM 18.21% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 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 $556M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Global Retirement Partners's AVMV Position: Q4 2025 in Review

Global Retirement Partners increased its Avantis US Mid Cap Value ETF (AVMV) stake by 11% in Q4 2025, buying an estimated $41.9K and bringing the position to 5,977 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #1040.

Global Retirement Partners first reported a position in AVMV in Q2 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold AVMV as of Q4 2025.

  • Global Retirement Partners held 5,977 shares of Avantis US Mid Cap Value ETF worth $426K as of Q4 2025.
  • Global Retirement Partners bought 604 Avantis US Mid Cap Value ETF shares in Q4 2025, an estimated $41.9K.
  • Avantis US Mid Cap Value ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1040 holding.
  • Global Retirement Partners first reported a position in Avantis US Mid Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.