LPL Financial
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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
Q3 		$2.27M Sell
31,675
-185
-0.6% -$13.5K ﹤0.01% 3664
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

Cogent Private Wealth
Cogent Private Wealth Orlando, Florida $166M AUM 13.95% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Vawter Financial
Vawter Financial Columbus, Ohio $269M AUM 9.89% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
OceanIQ Capital
OceanIQ Capital Palo Alto, California $190M AUM
Crosspoint Financial
Crosspoint Financial Tustin, California $50.5M AUM 18.09% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

LPL Financial's AVMA Position: Q3 2026 in Review

LPL Financial reduced its Avantis Moderate Allocation ETF (AVMA) stake by 0.58% in Q3 2026, selling an estimated $13.5K and leaving 31,675 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #3664.

LPL Financial first reported a position in AVMA in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.77M in Q4 2024. 24 funds tracked by Wall St. Rank hold AVMA as of Q3 2026.

  • LPL Financial held 31,675 shares of Avantis Moderate Allocation ETF worth $2.27M as of Q3 2026.
  • LPL Financial sold 185 Avantis Moderate Allocation ETF shares in Q3 2026, an estimated $13.5K.
  • Avantis Moderate Allocation ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3664 holding.
  • LPL Financial first reported a position in Avantis Moderate Allocation ETF in Q3 2024 and has held it in 9 quarters since.
  • LPL Financial's Avantis Moderate Allocation ETF position peaked at $2.77M in Q4 2024.
  • 24 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.