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Park Square Financial Group’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-9,961
Closed -$659K – 307
2025
Q2 		$659K Buy
9,961
+7,888
+381% +$492K 0.48% 39
2025
Q1 		$128K Buy
+2,073
New +$136K 0.1% 139

Other funds holding AVMC

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PAWA
Palo Alto Wealth Advisors Palo Alto, California $343M AUM 33.47% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Park Square Financial Group's AVMC Position: Q3 2025 in Review

Park Square Financial Group sold out of Avantis US Mid Cap Equity ETF (AVMC) in Q3 2025, closing a stake of 9,961 shares — an estimated $659K sold.

Park Square Financial Group first reported a position in AVMC in Q1 2025 and held it in 2 quarters. The position peaked at $659K in Q2 2025. 42 funds tracked by Wall St. Rank hold AVMC as of Q3 2025.

  • Park Square Financial Group reported no remaining Avantis US Mid Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 9,961 Avantis US Mid Cap Equity ETF shares in Q3 2025, an estimated $659K.
  • Park Square Financial Group first reported a position in Avantis US Mid Cap Equity ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's Avantis US Mid Cap Equity ETF position peaked at $659K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.