Great Point Wealth Advisors
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Great Point Wealth Advisors’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Great Point Wealth 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
Q3 		$6.51M Sell
90,777
-56
-0.1% -$4.09K 1.03% 20
2026
Q2 		$6.62M Sell
90,833
-41
-0% -$2.93K 1.07% 20
2026
Q1 		$6.11M Buy
90,874
+7
+0% +$479 1.13% 19
2025
Q4 		$6.03M Buy
90,867
+6
+0% +$395 1.1% 20
2025
Q3 		$5.91M Buy
+90,861
New +$5.75M 1.11% 20
2025
Q1 		$5.27M Buy
90,842
+12
+0% +$708 1.14% 18
2024
Q4 		$5.28M Buy
90,830
+39
+0% +$2.33K 1.15% 18
2024
Q3 		$5.43M Hold
90,791
– – 1.16% 19
2024
Q2 		$5.12M Hold
90,791
– – 1.17% 19
2024
Q1 		$5.16M Buy
+90,791
New +$4.96M 1.2% 20

Other funds holding AVMA

Cogent Private Wealth
Cogent Private Wealth Orlando, Florida $166M AUM 13.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Vawter Financial
Vawter Financial Columbus, Ohio $269M AUM 9.89% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
OceanIQ Capital
OceanIQ Capital Palo Alto, California $190M AUM
Crosspoint Financial
Crosspoint Financial Tustin, California $50.5M AUM 18.09% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

Great Point Wealth Advisors's AVMA Position: Q3 2026 in Review

Great Point Wealth Advisors reduced its Avantis Moderate Allocation ETF (AVMA) stake by 0.06% in Q3 2026, selling an estimated $4.09K and leaving 90,777 shares worth $6.51M. The position accounts for 1.03% of the portfolio, ranked #20.

Great Point Wealth Advisors first reported a position in AVMA in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.62M in Q2 2026. 24 funds tracked by Wall St. Rank hold AVMA as of Q3 2026.

  • Great Point Wealth Advisors held 90,777 shares of Avantis Moderate Allocation ETF worth $6.51M as of Q3 2026.
  • Great Point Wealth Advisors sold 56 Avantis Moderate Allocation ETF shares in Q3 2026, an estimated $4.09K.
  • Avantis Moderate Allocation ETF made up 1.03% of Great Point Wealth Advisors's portfolio in Q3 2026, its #20 holding.
  • Great Point Wealth Advisors first reported a position in Avantis Moderate Allocation ETF in Q1 2024 and has held it in 10 quarters since.
  • Great Point Wealth Advisors's Avantis Moderate Allocation ETF position peaked at $6.62M in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q3 2026.

Based on Great Point Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.