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Paragon Advisors’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Paragon Advisors’s Portfolio AVMC Stock Details AVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,188
Closed -$402K – 87
2024
Q4 		$402K Buy
6,188
+17
+0.3% +$1.13K 0.14% 69
2024
Q3 		$397K Sell
6,171
-2,617
-30% -$160K 0.13% 65
2024
Q2 		$521K Buy
8,788
+260
+3% +$15.6K 0.19% 64
2024
Q1 		$530K Buy
8,528
+3,715
+77% +$214K 0.21% 66
2023
Q4 		$271K Buy
+4,813
New +$256K 0.11% 94

Other funds holding AVMC

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $361M AUM 17.13% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Paragon Advisors's AVMC Position: Q1 2025 in Review

Paragon Advisors sold out of Avantis US Mid Cap Equity ETF (AVMC) in Q1 2025, closing a stake of 6,188 shares — an estimated $402K sold.

Paragon Advisors first reported a position in AVMC in Q4 2023 and held it in 5 quarters. The position peaked at $530K in Q1 2024. 33 funds tracked by Wall St. Rank hold AVMC as of Q1 2025.

  • Paragon Advisors reported no remaining Avantis US Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Paragon Advisors sold 6,188 Avantis US Mid Cap Equity ETF shares in Q1 2025, an estimated $402K.
  • Paragon Advisors first reported a position in Avantis US Mid Cap Equity ETF in Q4 2023 and held it in 5 quarters.
  • Paragon Advisors's Avantis US Mid Cap Equity ETF position peaked at $530K in Q1 2024.
  • 33 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q1 2025.

Based on Paragon Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.