LPL Financial’s Avantis Moderate Allocation ETF AVMA Stock Holding History

LPL Financial’s Portfolio AVMA Stock Details AVMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.32M	Sell	31,860 -3,944	-11%	-$282K	﹤0.01%	3590
2026 Q1	$2.41M	Sell	35,804 -2,341	-6%	-$160K	﹤0.01%	3325
2025 Q4	$2.53M	Hold	38,145	–	–	﹤0.01%	3171
2025 Q3	$2.48M	Sell	38,145 -782	-2%	-$49.5K	﹤0.01%	3119
2025 Q2	$2.39M	Sell	38,927 -1,885	-5%	-$111K	﹤0.01%	2959
2025 Q1	$2.37M	Sell	40,812 -6,777	-14%	-$400K	﹤0.01%	2792
2024 Q4	$2.77M	Buy	47,589 +4,687	+11%	+$280K	﹤0.01%	2561
2024 Q3	$2.57M	Buy	+42,902	New	+$2.48M	﹤0.01%	2493

Other funds holding AVMA

CPW

Cogent Private Wealth Orlando, Florida $160M AUM

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return

IWS

Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial's AVMA Position: Q2 2026 in Review

LPL Financial reduced its Avantis Moderate Allocation ETF (AVMA) stake by 11% in Q2 2026, selling an estimated $282K and leaving 31,860 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #3590.

LPL Financial first reported a position in AVMA in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.77M in Q4 2024. 19 funds tracked by Wall St. Rank hold AVMA as of Q2 2026.

LPL Financial held 31,860 shares of Avantis Moderate Allocation ETF worth $2.32M as of Q2 2026.
LPL Financial sold 3,944 Avantis Moderate Allocation ETF shares in Q2 2026, an estimated $282K.
Avantis Moderate Allocation ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3590 holding.
LPL Financial first reported a position in Avantis Moderate Allocation ETF in Q3 2024 and has held it in 8 quarters since.
LPL Financial's Avantis Moderate Allocation ETF position peaked at $2.77M in Q4 2024.
19 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.