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 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

CPW

Cogent Private Wealth Orlando, Florida $160M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

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

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Great Point Wealth Advisors's AVMA Position: Q2 2026 in Review

Great Point Wealth Advisors reduced its Avantis Moderate Allocation ETF (AVMA) stake by 0.05% in Q2 2026, selling an estimated $2.93K and leaving 90,833 shares worth $6.62M. The position accounts for 1.07% of the portfolio, ranked #20.

Great Point Wealth Advisors first reported a position in AVMA in Q1 2024 and has held it in 9 quarters since. 19 funds tracked by Wall St. Rank hold AVMA as of Q2 2026.

Great Point Wealth Advisors held 90,833 shares of Avantis Moderate Allocation ETF worth $6.62M as of Q2 2026.
Great Point Wealth Advisors sold 41 Avantis Moderate Allocation ETF shares in Q2 2026, an estimated $2.93K.
Avantis Moderate Allocation ETF made up 1.07% of Great Point Wealth Advisors's portfolio in Q2 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 9 quarters since.
19 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.