Integrated Advisors Network
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Integrated Advisors Network’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Integrated Advisors Network’s Portfolio AVMA Stock Details AVMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$204K Buy
2,842
+5
+0.2% +$365 0.01% 652
2026
Q2 		$207K Buy
+2,837
New +$203K 0.01% 651

Other funds holding AVMA

Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
OceanIQ Capital
OceanIQ Capital Palo Alto, California $190M AUM
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Marrick Wealth
Marrick Wealth Irvine, California $142M AUM 14.54% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Integrated Advisors Network's AVMA Position: Q3 2026 in Review

Integrated Advisors Network increased its Avantis Moderate Allocation ETF (AVMA) stake by 0.18% in Q3 2026, buying an estimated $365 and bringing the position to 2,842 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #652.

Integrated Advisors Network first reported a position in AVMA in Q2 2026 and has held it in 2 quarters since. The position peaked at $207K in Q2 2026. 11 funds tracked by Wall St. Rank hold AVMA as of Q3 2026.

  • Integrated Advisors Network held 2,842 shares of Avantis Moderate Allocation ETF worth $204K as of Q3 2026.
  • Integrated Advisors Network bought 5 Avantis Moderate Allocation ETF shares in Q3 2026, an estimated $365.
  • Avantis Moderate Allocation ETF made up 0.01% of Integrated Advisors Network's portfolio in Q3 2026, its #652 holding.
  • Integrated Advisors Network first reported a position in Avantis Moderate Allocation ETF in Q2 2026 and has held it in 2 quarters since.
  • Integrated Advisors Network's Avantis Moderate Allocation ETF position peaked at $207K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.