IFP Advisors’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

IFP Advisors’s Portfolio AVMV Stock Details AVMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$46.8K	Sell	613 -6	-1%	-$485	﹤0.01%	2434
2026 Q2	$49.9K	Hold	619	–	–	﹤0.01%	2401
2026 Q1	$45.9K	Sell	619 -11	-2%	-$826	﹤0.01%	2297
2025 Q4	$44.9K	Hold	630	–	–	﹤0.01%	2245
2025 Q3	$43.4K	Sell	630 -16	-2%	-$1.09K	﹤0.01%	2154
2025 Q2	$42.2K	Hold	646	–	–	﹤0.01%	2138
2025 Q1	$39.7K	Hold	646	–	–	﹤0.01%	1995
2024 Q4	$42.2K	Hold	646	–	–	﹤0.01%	1907
2024 Q3	$41.5K	Hold	646	–	–	﹤0.01%	1815
2024 Q2	$38.5K	Buy	+646	New	+$38.8K	﹤0.01%	1780

Other funds holding AVMV

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IFP Advisors's AVMV Position: Q3 2026 in Review

IFP Advisors reduced its Avantis US Mid Cap Value ETF (AVMV) stake by 0.97% in Q3 2026, selling an estimated $485 and leaving 613 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

IFP Advisors first reported a position in AVMV in Q2 2024 and has held it in 10 quarters since. The position peaked at $49.9K in Q2 2026. 82 funds tracked by Wall St. Rank hold AVMV as of Q3 2026.

IFP Advisors held 613 shares of Avantis US Mid Cap Value ETF worth $46.8K as of Q3 2026.
IFP Advisors sold 6 Avantis US Mid Cap Value ETF shares in Q3 2026, an estimated $485.
Avantis US Mid Cap Value ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2434 holding.
IFP Advisors first reported a position in Avantis US Mid Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
IFP Advisors's Avantis US Mid Cap Value ETF position peaked at $49.9K in Q2 2026.
82 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.