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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
Q2 		– Sell
-6,932
Closed -$223K – 338
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 $13.5B AUM 24.62% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
DAM
Directional Asset Management Arlington Heights, Illinois $118M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Holistic Planning's AMID Position: Q2 2026 in Review

Holistic Planning sold out of Argent Mid Cap ETF (AMID) in Q2 2026, closing a stake of 6,932 shares — an estimated $223K sold.

Holistic Planning first reported a position in AMID in Q4 2025 and held it in 2 quarters. The position peaked at $268K in Q4 2025. 17 funds tracked by Wall St. Rank hold AMID as of Q2 2026.

  • Holistic Planning reported no remaining Argent Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Holistic Planning sold 6,932 Argent Mid Cap ETF shares in Q2 2026, an estimated $223K.
  • Holistic Planning first reported a position in Argent Mid Cap ETF in Q4 2025 and held it in 2 quarters.
  • Holistic Planning's Argent Mid Cap ETF position peaked at $268K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Argent Mid Cap ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.