OceanIQ Capital’s Avantis Moderate Allocation ETF AVMA Stock Holding History

OceanIQ Capital’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	$523K	Buy	+7,084	New	+$507K	0.32%	54

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 Advisory Services Sandy, Utah $5.98B AUM 28.55% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

OceanIQ Capital's AVMA Position: Q2 2026 in Review

OceanIQ Capital opened a new position in Avantis Moderate Allocation ETF (AVMA) in Q2 2026: 7,084 shares worth $523K. The stake represents 0.32% of the portfolio and ranks #54 among its holdings.

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

OceanIQ Capital held 7,084 shares of Avantis Moderate Allocation ETF worth $523K as of Q2 2026.
Avantis Moderate Allocation ETF was a new OceanIQ Capital position in Q2 2026.
Avantis Moderate Allocation ETF made up 0.32% of OceanIQ Capital's portfolio in Q2 2026, its #54 holding.
24 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

Based on OceanIQ Capital's 13F filing for Q2 2026, filed 12 Aug 2026.