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Lloyd Advisory Services’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Lloyd Advisory Services’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 		$478K Buy
5,951
+5,077
+581% +$393K 0.19% 67
2026
Q1 		$63.1K Sell
874
-4,858
-85% -$359K 0.02% 244
2025
Q4 		$405K Buy
+5,732
New +$400K 0.16% 68

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

Lloyd Advisory Services's AVMC Position: Q2 2026 in Review

Lloyd Advisory Services increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 581% in Q2 2026, buying an estimated $393K and bringing the position to 5,951 shares worth $478K. The position accounts for 0.19% of the portfolio, ranked #67.

Lloyd Advisory Services first reported a position in AVMC in Q4 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Lloyd Advisory Services held 5,951 shares of Avantis US Mid Cap Equity ETF worth $478K as of Q2 2026.
  • Lloyd Advisory Services bought 5,077 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $393K.
  • Avantis US Mid Cap Equity ETF made up 0.19% of Lloyd Advisory Services's portfolio in Q2 2026, its #67 holding.
  • Lloyd Advisory Services first reported a position in Avantis US Mid Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.