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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

LexAurum Advisors's AVMV Position: Q2 2026 in Review

LexAurum Advisors reduced its Avantis US Mid Cap Value ETF (AVMV) stake by 0.38% in Q2 2026, selling an estimated $1.49K and leaving 4,991 shares worth $402K. The position accounts for 0.05% of the portfolio, ranked #288.

LexAurum Advisors first reported a position in AVMV in Q1 2024 and has held it in 9 quarters since. The position peaked at $462K in Q2 2024. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

LexAurum Advisors held 4,991 shares of Avantis US Mid Cap Value ETF worth $402K as of Q2 2026.
LexAurum Advisors sold 19 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $1.49K.
Avantis US Mid Cap Value ETF made up 0.05% of LexAurum Advisors's portfolio in Q2 2026, its #288 holding.
LexAurum Advisors first reported a position in Avantis US Mid Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
LexAurum Advisors's Avantis US Mid Cap Value ETF position peaked at $462K in Q2 2024.
91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

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