MIAS
AVTM

Mason Investment Advisory Services’s Avantis Total Equity Markets ETF AVTM Stock Holding History

Mason Investment Advisory Services’s Portfolio AVTM Stock Details AVTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.5M Sell
192,119
-12,639
-6% -$661K 0.4% 13
2026
Q1 		$9.63M Buy
+204,758
New +$9.95M 0.44% 12

Other funds holding AVTM

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Mason Investment Advisory Services's AVTM Position: Q2 2026 in Review

Mason Investment Advisory Services reduced its Avantis Total Equity Markets ETF (AVTM) stake by 6.2% in Q2 2026, selling an estimated $661K and leaving 192,119 shares worth $10.5M. The position accounts for 0.4% of the portfolio, ranked #13.

Mason Investment Advisory Services first reported a position in AVTM in Q1 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold AVTM as of Q2 2026.

  • Mason Investment Advisory Services held 192,119 shares of Avantis Total Equity Markets ETF worth $10.5M as of Q2 2026.
  • Mason Investment Advisory Services sold 12,639 Avantis Total Equity Markets ETF shares in Q2 2026, an estimated $661K.
  • Avantis Total Equity Markets ETF made up 0.4% of Mason Investment Advisory Services's portfolio in Q2 2026, its #13 holding.
  • Mason Investment Advisory Services first reported a position in Avantis Total Equity Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Avantis Total Equity Markets ETF as of Q2 2026.

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