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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
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 $1.76B AUM 18.21% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M 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 $162B AUM 16.35% 1-Year Est. Return
FIC
Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Legacy Capital Wealth Partners's AVMV Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its Avantis US Mid Cap Value ETF (AVMV) stake by 0.4% in Q1 2026, selling an estimated $3.6K and leaving 11,982 shares worth $889K. The position accounts for 0.18% of the portfolio, ranked #116.

Legacy Capital Wealth Partners first reported a position in AVMV in Q1 2025 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold AVMV as of Q1 2026.

  • Legacy Capital Wealth Partners held 11,982 shares of Avantis US Mid Cap Value ETF worth $889K as of Q1 2026.
  • Legacy Capital Wealth Partners sold 48 Avantis US Mid Cap Value ETF shares in Q1 2026, an estimated $3.6K.
  • Avantis US Mid Cap Value ETF made up 0.18% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #116 holding.
  • Legacy Capital Wealth Partners first reported a position in Avantis US Mid Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 78 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.