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Keystone Financial Group (Georgia)’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Keystone Financial Group (Georgia)’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 		– Sell
-2,047
Closed -$136K – 136
2025
Q4 		$136K Sell
2,047
-470
-19% -$30.9K 0.07% 69
2025
Q3 		$164K Buy
+2,517
New +$159K 0.09% 65

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
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 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

Keystone Financial Group (Georgia)'s AVMA Position: Q1 2026 in Review

Keystone Financial Group (Georgia) sold out of Avantis Moderate Allocation ETF (AVMA) in Q1 2026, closing a stake of 2,047 shares — an estimated $136K sold.

Keystone Financial Group (Georgia) first reported a position in AVMA in Q3 2025 and held it in 2 quarters. The position peaked at $164K in Q3 2025. 20 funds tracked by Wall St. Rank hold AVMA as of Q1 2026.

  • Keystone Financial Group (Georgia) reported no remaining Avantis Moderate Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 2,047 Avantis Moderate Allocation ETF shares in Q1 2026, an estimated $136K.
  • Keystone Financial Group (Georgia) first reported a position in Avantis Moderate Allocation ETF in Q3 2025 and held it in 2 quarters.
  • Keystone Financial Group (Georgia)'s Avantis Moderate Allocation ETF position peaked at $164K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q1 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q1 2026, filed 21 Apr 2026.