Integrity Wealth Solutions’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Integrity Wealth Solutions’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 Q2	$1.09M	Buy	14,988 +1,588	+12%	+$114K	0.4%	55
2026 Q1	$901K	Buy	13,400 +3,823	+40%	+$262K	0.35%	58
2025 Q4	$635K	Buy	9,577 +1,420	+17%	+$93.4K	0.25%	71
2025 Q3	$531K	Sell	8,157 -385	-5%	-$24.4K	0.24%	68
2025 Q2	$525K	Buy	8,542 +1,147	+16%	+$67.5K	0.26%	73
2025 Q1	$429K	Buy	7,395 +765	+12%	+$45.1K	0.23%	74
2024 Q4	$385K	Buy	6,630 +3	+0%	+$179	0.22%	71
2024 Q3	$396K	Buy	6,627 +794	+14%	+$45.9K	0.23%	66
2024 Q2	$329K	Buy	5,833 +613	+12%	+$34.5K	0.21%	72
2024 Q1	$297K	Buy	5,220 +1,461	+39%	+$79.8K	0.19%	79
2023 Q4	$203K	Buy	+3,759	New	+$192K	0.14%	97

Other funds holding AVMA

Cogent Private Wealth Orlando, Florida $160M AUM

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

OceanIQ Capital Palo Alto, California $190M AUM

Integrity Wealth Solutions's AVMA Position: Q2 2026 in Review

Integrity Wealth Solutions increased its Avantis Moderate Allocation ETF (AVMA) stake by 12% in Q2 2026, buying an estimated $114K and bringing the position to 14,988 shares worth $1.09M. The position accounts for 0.4% of the portfolio, ranked #55.

Integrity Wealth Solutions first reported a position in AVMA in Q4 2023 and has held it in 11 quarters since. 25 funds tracked by Wall St. Rank hold AVMA as of Q2 2026.

Integrity Wealth Solutions held 14,988 shares of Avantis Moderate Allocation ETF worth $1.09M as of Q2 2026.
Integrity Wealth Solutions bought 1,588 Avantis Moderate Allocation ETF shares in Q2 2026, an estimated $114K.
Avantis Moderate Allocation ETF made up 0.4% of Integrity Wealth Solutions's portfolio in Q2 2026, its #55 holding.
Integrity Wealth Solutions first reported a position in Avantis Moderate Allocation ETF in Q4 2023 and has held it in 11 quarters since.
25 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.