Gradient Capital Advisors’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Gradient Capital Advisors’s Portfolio AVMC Stock Details AVMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.17M	Buy	27,007 +4,231	+19%	+$328K	0.5%	49
2026 Q1	$1.65M	Buy	22,776 +2,669	+13%	+$197K	0.43%	54
2025 Q4	$1.42M	Buy	20,107 +4,684	+30%	+$327K	0.37%	55
2025 Q3	$1.07M	Buy	15,423 +3,512	+29%	+$240K	0.29%	65
2025 Q2	$788K	Buy	11,911 +3,317	+39%	+$207K	0.23%	75
2025 Q1	$533K	Buy	8,594 +2,403	+39%	+$157K	0.17%	89
2024 Q4	$402K	Buy	+6,191	New	+$412K	0.13%	106

Other funds holding AVMC

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $245M AUM 28.83% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return