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

IHT 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 		– Sell
-10,000
Closed -$458K – 1246
2026
Q1 		$458K Buy
+10,000
New +$739K 0.01% 856

Other funds holding AVMC

EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
HighTower Advisors
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
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
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CA
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

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

IHT Wealth Management sold out of Avantis US Mid Cap Equity ETF (AVMC) in Q2 2026, closing a stake of 10,000 shares — an estimated $458K sold.

IHT Wealth Management first reported a position in AVMC in Q1 2026 and held it in 1 quarter. The position peaked at $458K in Q1 2026. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • IHT Wealth Management reported no remaining Avantis US Mid Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 10,000 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $458K.
  • IHT Wealth Management first reported a position in Avantis US Mid Cap Equity ETF in Q1 2026 and held it in 1 quarter.
  • IHT Wealth Management's Avantis US Mid Cap Equity ETF position peaked at $458K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.