Moneta Group Investment Advisors’s Argent Mid Cap ETF AMID Stock Holding History

Moneta Group Investment Advisors’s Portfolio AMID Stock Details AMID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$58M	Sell	1,804,278 -5,678	-0.3%	-$194K	0.44%	39
2025 Q4	$60.7M	Buy	1,809,956 +50,317	+3%	+$1.72M	0.46%	36
2025 Q3	$59.8M	Buy	1,759,639 +132,180	+8%	+$4.51M	0.48%	35
2025 Q2	$54.1M	Buy	1,627,459 +231,329	+17%	+$7.41M	0.64%	34
2025 Q1	$44M	Buy	1,396,130 +159,487	+13%	+$5.37M	0.61%	38
2024 Q4	$42.2M	Buy	1,236,643 +209,627	+20%	+$7.52M	0.59%	38
2024 Q3	$36.3M	Buy	1,027,016 +73,752	+8%	+$2.5M	0.53%	40
2024 Q2	$30.8M	Buy	953,264 +37,612	+4%	+$1.22M	0.49%	43
2024 Q1	$31.3M	Buy	915,652 +78,311	+9%	+$2.48M	0.51%	42
2023 Q4	$25.4M	Buy	837,341 +229,146	+38%	+$6.22M	0.5%	44
2023 Q3	$15.8M	Buy	608,195 +43,337	+8%	+$1.17M	0.36%	49
2023 Q2	$15.1M	Buy	564,858 +15,514	+3%	+$385K	0.34%	51
2023 Q1	$13.5M	Buy	549,344 +81,599	+17%	+$2.01M	0.32%	53
2022 Q4	$11.8M	Buy	467,745 +17,688	+4%	+$412K	0.32%	55
2022 Q3	$9.59M	Buy	+450,057	New	+$10.4M	0.37%	59

Other funds holding AMID

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

DAM

Directional Asset Management Arlington Heights, Illinois $118M AUM

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Holistic Planning Nacogdoches, Texas $502M AUM 14.52% 1-Year Est. Return

Moneta Group Investment Advisors's AMID Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Argent Mid Cap ETF (AMID) stake by 0.31% in Q1 2026, selling an estimated $194K and leaving 1,804,278 shares worth $58M. The position accounts for 0.44% of the portfolio, ranked #39.

Moneta Group Investment Advisors first reported a position in AMID in Q3 2022 and has held it in 15 quarters since. The position peaked at $60.7M in Q4 2025. 21 funds tracked by Wall St. Rank hold AMID as of Q1 2026.

Moneta Group Investment Advisors held 1,804,278 shares of Argent Mid Cap ETF worth $58M as of Q1 2026.
Moneta Group Investment Advisors sold 5,678 Argent Mid Cap ETF shares in Q1 2026, an estimated $194K.
Argent Mid Cap ETF made up 0.44% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #39 holding.
Moneta Group Investment Advisors first reported a position in Argent Mid Cap ETF in Q3 2022 and has held it in 15 quarters since.
Moneta Group Investment Advisors's Argent Mid Cap ETF position peaked at $60.7M in Q4 2025.
21 funds tracked by Wall St. Rank held Argent Mid Cap ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.