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Kestra Advisory Services’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Kestra Advisory Services’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 		$4.15M Sell
51,660
-501
-1% -$38.8K 0.01% 946
2026
Q1 		$3.77M Buy
52,161
+974
+2% +$72K 0.01% 944
2025
Q4 		$3.62M Buy
51,187
+713
+1% +$49.8K 0.01% 916
2025
Q3 		$3.51M Buy
50,474
+943
+2% +$64.4K 0.02% 867
2025
Q2 		$3.28M Sell
49,531
-10,825
-18% -$675K 0.02% 823
2025
Q1 		$3.74M Buy
+60,356
New +$3.95M 0.02% 696

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

Kestra Advisory Services's AVMC Position: Q2 2026 in Review

Kestra Advisory Services reduced its Avantis US Mid Cap Equity ETF (AVMC) stake by 0.96% in Q2 2026, selling an estimated $38.8K and leaving 51,660 shares worth $4.15M. The position accounts for 0.01% of the portfolio, ranked #946.

Kestra Advisory Services first reported a position in AVMC in Q1 2025 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Kestra Advisory Services held 51,660 shares of Avantis US Mid Cap Equity ETF worth $4.15M as of Q2 2026.
  • Kestra Advisory Services sold 501 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $38.8K.
  • Avantis US Mid Cap Equity ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #946 holding.
  • Kestra Advisory Services first reported a position in Avantis US Mid Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.