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Kestra Advisory Services’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Kestra Advisory Services’s Portfolio AVMV Stock Details AVMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Buy
12,896
+1,193
+10% +$93.6K ﹤0.01% 1800
2026
Q1 		$868K Buy
11,703
+2,281
+24% +$171K ﹤0.01% 1837
2025
Q4 		$671K Buy
9,422
+943
+11% +$65.4K ﹤0.01% 1937
2025
Q3 		$584K Buy
8,479
+1,690
+25% +$115K ﹤0.01% 1952
2025
Q2 		$444K Buy
6,789
+1,160
+21% +$71.4K ﹤0.01% 2053
2025
Q1 		$346K Buy
5,629
+1,967
+54% +$129K ﹤0.01% 2067
2024
Q4 		$239K Buy
+3,662
New +$245K ﹤0.01% 2385

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

Kestra Advisory Services increased its Avantis US Mid Cap Value ETF (AVMV) stake by 10% in Q2 2026, buying an estimated $93.6K and bringing the position to 12,896 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Kestra Advisory Services first reported a position in AVMV in Q4 2024 and has held it in 7 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Kestra Advisory Services held 12,896 shares of Avantis US Mid Cap Value ETF worth $1.04M as of Q2 2026.
  • Kestra Advisory Services bought 1,193 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $93.6K.
  • Avantis US Mid Cap Value ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1800 holding.
  • Kestra Advisory Services first reported a position in Avantis US Mid Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

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