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Holistic Planning’s Argent Mid Cap ETF AMID Stock Holding History

Holistic Planning’s Portfolio AMID Stock Details AMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$223K Sell
6,932
-1,069
-13% -$36.4K 0.04% 279
2025
Q4 		$268K Buy
+8,001
New +$273K 0.06% 235

Other funds holding AMID

MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
DAM
Directional Asset Management Arlington Heights, Illinois $109M AUM
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Holistic Planning's AMID Position: Q1 2026 in Review

Holistic Planning reduced its Argent Mid Cap ETF (AMID) stake by 13% in Q1 2026, selling an estimated $36.4K and leaving 6,932 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #279.

Holistic Planning first reported a position in AMID in Q4 2025 and has held it in 2 quarters since. The position peaked at $268K in Q4 2025. 21 funds tracked by Wall St. Rank hold AMID as of Q1 2026.

  • Holistic Planning held 6,932 shares of Argent Mid Cap ETF worth $223K as of Q1 2026.
  • Holistic Planning sold 1,069 Argent Mid Cap ETF shares in Q1 2026, an estimated $36.4K.
  • Argent Mid Cap ETF made up 0.04% of Holistic Planning's portfolio in Q1 2026, its #279 holding.
  • Holistic Planning first reported a position in Argent Mid Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Holistic Planning's Argent Mid Cap ETF position peaked at $268K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Argent Mid Cap ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.