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Legacy Capital Wealth Partners’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Legacy Capital Wealth Partners’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 		$964K Sell
11,972
-10
-0.1% -$784 0.18% 110
2026
Q1 		$889K Sell
11,982
-48
-0.4% -$3.6K 0.18% 116
2025
Q4 		$857K Sell
12,030
-18
-0.1% -$1.25K 0.18% 117
2025
Q3 		$830K Buy
12,048
+1,505
+14% +$102K 0.18% 116
2025
Q2 		$689K Sell
10,543
-115
-1% -$7.08K 0.16% 136
2025
Q1 		$655K Buy
+10,658
New +$697K 0.16% 138

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 $895M AUM 10.23% 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

Legacy Capital Wealth Partners's AVMV Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Avantis US Mid Cap Value ETF (AVMV) stake by 0.08% in Q2 2026, selling an estimated $784 and leaving 11,972 shares worth $964K. The position accounts for 0.18% of the portfolio, ranked #110.

Legacy Capital Wealth Partners first reported a position in AVMV in Q1 2025 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Legacy Capital Wealth Partners held 11,972 shares of Avantis US Mid Cap Value ETF worth $964K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 10 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $784.
  • Avantis US Mid Cap Value ETF made up 0.18% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #110 holding.
  • Legacy Capital Wealth Partners first reported a position in Avantis US Mid Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.