LexAurum Advisors
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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
Q3 		$3.62M Sell
47,458
-486
-1% -$38.6K 0.41% 52
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

Wealth Management Partners
Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Mendota Financial Group
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Quad-Cities Investment Group
Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return
Gradient Capital Advisors
Gradient Capital Advisors San Diego, California $433M AUM 18.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GEN Financial Management
GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

LexAurum Advisors's AVMC Position: Q3 2026 in Review

LexAurum Advisors reduced its Avantis US Mid Cap Equity ETF (AVMC) stake by 1% in Q3 2026, selling an estimated $38.6K and leaving 47,458 shares worth $3.62M. The position accounts for 0.41% of the portfolio, ranked #52.

LexAurum Advisors first reported a position in AVMC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.85M in Q2 2026. 18 funds tracked by Wall St. Rank hold AVMC as of Q3 2026.

  • LexAurum Advisors held 47,458 shares of Avantis US Mid Cap Equity ETF worth $3.62M as of Q3 2026.
  • LexAurum Advisors sold 486 Avantis US Mid Cap Equity ETF shares in Q3 2026, an estimated $38.6K.
  • Avantis US Mid Cap Equity ETF made up 0.41% of LexAurum Advisors's portfolio in Q3 2026, its #52 holding.
  • LexAurum Advisors first reported a position in Avantis US Mid Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • LexAurum Advisors's Avantis US Mid Cap Equity ETF position peaked at $3.85M in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.