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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
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

CPW
Cogent Private Wealth Orlando, Florida $139M AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Integrity Wealth Solutions's AVMA Position: Q1 2026 in Review

Integrity Wealth Solutions increased its Avantis Moderate Allocation ETF (AVMA) stake by 40% in Q1 2026, buying an estimated $262K and bringing the position to 13,400 shares worth $901K. The position accounts for 0.35% of the portfolio, ranked #58.

Integrity Wealth Solutions first reported a position in AVMA in Q4 2023 and has held it in 10 quarters since. 20 funds tracked by Wall St. Rank hold AVMA as of Q1 2026.

  • Integrity Wealth Solutions held 13,400 shares of Avantis Moderate Allocation ETF worth $901K as of Q1 2026.
  • Integrity Wealth Solutions bought 3,823 Avantis Moderate Allocation ETF shares in Q1 2026, an estimated $262K.
  • Avantis Moderate Allocation ETF made up 0.35% of Integrity Wealth Solutions's portfolio in Q1 2026, its #58 holding.
  • Integrity Wealth Solutions first reported a position in Avantis Moderate Allocation ETF in Q4 2023 and has held it in 10 quarters since.
  • 20 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q1 2026.

Based on Integrity Wealth Solutions's 13F filing for Q1 2026, filed 4 May 2026.