Harbour Investments’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Harbour Investments’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	$3.94K	Buy	+54	New	+$3.86K	﹤0.01%	3787

Other funds holding AVMA

Cogent Private Wealth Orlando, Florida $160M AUM

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

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

Diversify Advisory Services Sandy, Utah $5.98B AUM 28.55% 1-Year Est. Return

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

Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Harbour Investments's AVMA Position: Q2 2026 in Review

Harbour Investments opened a new position in Avantis Moderate Allocation ETF (AVMA) in Q2 2026: 54 shares worth $3.94K. The stake represents ﹤0.01% of the portfolio and ranks #3787 among its holdings.

24 funds tracked by Wall St. Rank hold AVMA as of Q2 2026.

Harbour Investments held 54 shares of Avantis Moderate Allocation ETF worth $3.94K as of Q2 2026.
Avantis Moderate Allocation ETF was a new Harbour Investments position in Q2 2026.
Avantis Moderate Allocation ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3787 holding.
24 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.