JY
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Jeff Yass’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Jeff Yass’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
2025
Q4 		– Sell
-6,366
Closed -$414K – 12312
2025
Q3 		$414K Buy
+6,366
New +$403K ﹤0.01% 9397

Other funds holding AVMA

CPW
Cogent Private Wealth Orlando, Florida $160M AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Jeff Yass's AVMA Position: Q4 2025 in Review

Jeff Yass sold out of Avantis Moderate Allocation ETF (AVMA) in Q4 2025, closing a stake of 6,366 shares — an estimated $414K sold.

Jeff Yass first reported a position in AVMA in Q3 2025 and held it in 1 quarter. The position peaked at $414K in Q3 2025. 19 funds tracked by Wall St. Rank hold AVMA as of Q4 2025.

  • Jeff Yass reported no remaining Avantis Moderate Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Jeff Yass sold 6,366 Avantis Moderate Allocation ETF shares in Q4 2025, an estimated $414K.
  • Jeff Yass first reported a position in Avantis Moderate Allocation ETF in Q3 2025 and held it in 1 quarter.
  • Jeff Yass's Avantis Moderate Allocation ETF position peaked at $414K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q4 2025.

Based on Susquehanna International Group's 13F filing for Q4 2025, filed 17 Feb 2026.