LexAurum Advisors’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

LexAurum Advisors’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	$402K	Sell	4,991 -19	-0.4%	-$1.49K	0.05%	288
2026 Q1	$372K	Buy	+5,010	New	+$376K	0.05%	290
2025 Q3	$419K	Buy	6,083 +461	+8%	+$31.3K	0.06%	233
2025 Q2	$368K	Sell	5,622 -52	-0.9%	-$3.2K	0.06%	240
2025 Q1	$349K	Sell	5,674 -280	-5%	-$18.3K	0.07%	239
2024 Q4	$389K	Sell	5,954 -852	-13%	-$57K	0.08%	217
2024 Q3	$437K	Sell	6,806 -938	-12%	-$57.4K	0.1%	184
2024 Q2	$462K	Buy	7,744 +655	+9%	+$39.3K	0.11%	164
2024 Q1	$443K	Buy	+7,089	New	+$407K	0.11%	169

Other funds holding AVMV

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $159M AUM

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return