HB Wealth Management’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

HB Wealth Management’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	$2.63M	Sell	32,728 -1,348	-4%	-$104K	0.01%	405
2026 Q1	$2.46M	Sell	34,076 -897	-3%	-$66.3K	0.02%	383
2025 Q4	$2.47M	Sell	34,973 -647	-2%	-$45.2K	0.02%	367
2025 Q3	$2.48M	Sell	35,620 -119,434	-77%	-$8.16M	0.02%	375
2025 Q2	$10.3M	Sell	155,054 -129,765	-46%	-$8.09M	0.08%	133
2025 Q1	$17.7M	Buy	+284,819	New	+$18.6M	0.15%	82

Other funds holding AVMC

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

TFO

Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

EFP

Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

HB Wealth Management's AVMC Position: Q2 2026 in Review

HB Wealth Management reduced its Avantis US Mid Cap Equity ETF (AVMC) stake by 4% in Q2 2026, selling an estimated $104K and leaving 32,728 shares worth $2.63M. The position accounts for 0.01% of the portfolio, ranked #405.

HB Wealth Management first reported a position in AVMC in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.7M in Q1 2025. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

HB Wealth Management held 32,728 shares of Avantis US Mid Cap Equity ETF worth $2.63M as of Q2 2026.
HB Wealth Management sold 1,348 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $104K.
Avantis US Mid Cap Equity ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #405 holding.
HB Wealth Management first reported a position in Avantis US Mid Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
HB Wealth Management's Avantis US Mid Cap Equity ETF position peaked at $17.7M in Q1 2025.
79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.