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LexAurum Advisors’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

LexAurum Advisors’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 		$3.85M Buy
47,944
+4,512
+10% +$350K 0.44% 49
2026
Q1 		$3.14M Buy
+43,432
New +$3.21M 0.41% 49
2025
Q3 		$2.79M Buy
40,091
+31,214
+352% +$2.13M 0.4% 50
2025
Q2 		$588K Buy
8,877
+3,565
+67% +$222K 0.09% 178
2025
Q1 		$329K Sell
5,312
-494
-9% -$32.3K 0.06% 253
2024
Q4 		$377K Sell
5,806
-85
-1% -$5.65K 0.07% 228
2024
Q3 		$379K Buy
5,891
+625
+12% +$38.3K 0.08% 202
2024
Q2 		$312K Buy
5,266
+27
+0.5% +$1.62K 0.08% 216
2024
Q1 		$326K Buy
5,239
+805
+18% +$46.4K 0.08% 210
2023
Q4 		$249K Buy
+4,434
New +$236K 0.07% 256

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

LexAurum Advisors's AVMC Position: Q2 2026 in Review

LexAurum Advisors increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 10% in Q2 2026, buying an estimated $350K and bringing the position to 47,944 shares worth $3.85M. The position accounts for 0.44% of the portfolio, ranked #49.

LexAurum Advisors first reported a position in AVMC in Q4 2023 and has held it in 10 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • LexAurum Advisors held 47,944 shares of Avantis US Mid Cap Equity ETF worth $3.85M as of Q2 2026.
  • LexAurum Advisors bought 4,512 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $350K.
  • Avantis US Mid Cap Equity ETF made up 0.44% of LexAurum Advisors's portfolio in Q2 2026, its #49 holding.
  • LexAurum Advisors first reported a position in Avantis US Mid Cap Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.