Mosley Wealth Management’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Mosley Wealth Management’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	$39.3K	Buy	+539	New	+$38.6K	0.01%	275

Other funds holding AVMA

Cogent Private Wealth Orlando, Florida $160M AUM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

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

Mosley Wealth Management's AVMA Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in Avantis Moderate Allocation ETF (AVMA) in Q2 2026: 539 shares worth $39.3K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings.

19 funds tracked by Wall St. Rank hold AVMA as of Q2 2026.

Mosley Wealth Management held 539 shares of Avantis Moderate Allocation ETF worth $39.3K as of Q2 2026.
Avantis Moderate Allocation ETF was a new Mosley Wealth Management position in Q2 2026.
Avantis Moderate Allocation ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #275 holding.
19 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.