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

PFG Private 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
2025
Q4 		– Sell
-8,157
Closed -$531K – 83
2025
Q3 		$531K Buy
+8,157
New +$516K 0.24% 68

Other funds holding AVMA

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GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $238M AUM 16.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

PFG Private Wealth Management's AVMA Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Avantis Moderate Allocation ETF (AVMA) in Q4 2025, closing a stake of 8,157 shares — an estimated $531K sold.

PFG Private Wealth Management first reported a position in AVMA in Q3 2025 and held it in 1 quarter. The position peaked at $531K in Q3 2025. 19 funds tracked by Wall St. Rank hold AVMA as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Avantis Moderate Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 8,157 Avantis Moderate Allocation ETF shares in Q4 2025, an estimated $531K.
  • PFG Private Wealth Management first reported a position in Avantis Moderate Allocation ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Avantis Moderate Allocation ETF position peaked at $531K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.