Premier Path Wealth Partners’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Premier Path Wealth Partners’s Portfolio AVMV Stock Details AVMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.98M	Buy	37,033 +5,274	+17%	+$414K	0.34%	72
2026 Q1	$2.36M	Sell	31,759 -4,889	-13%	-$367K	0.31%	75
2025 Q4	$2.61M	Sell	36,648 -2,122	-5%	-$147K	0.34%	67
2025 Q3	$2.67M	Buy	38,770 +2,535	+7%	+$172K	0.34%	63
2025 Q2	$2.37M	Buy	36,235 +719	+2%	+$44.3K	0.33%	69
2025 Q1	$2.18M	Buy	35,516 +1,305	+4%	+$85.4K	0.34%	68
2024 Q4	$2.23M	Buy	34,211 +1,423	+4%	+$95.2K	0.34%	68
2024 Q3	$2.11M	Buy	32,788 +7,358	+29%	+$451K	0.33%	72
2024 Q2	$1.52M	Buy	25,430 +6,095	+32%	+$366K	0.26%	96
2024 Q1	$1.21M	Buy	+19,335	New	+$1.11M	0.23%	115

Other funds holding AVMV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

TAWM

Three Arch Wealth Management Irvine, California $652M AUM

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Premier Path Wealth Partners's AVMV Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Avantis US Mid Cap Value ETF (AVMV) stake by 17% in Q2 2026, buying an estimated $414K and bringing the position to 37,033 shares worth $2.98M. The position accounts for 0.34% of the portfolio, ranked #72.

Premier Path Wealth Partners first reported a position in AVMV in Q1 2024 and has held it in 10 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

Premier Path Wealth Partners held 37,033 shares of Avantis US Mid Cap Value ETF worth $2.98M as of Q2 2026.
Premier Path Wealth Partners bought 5,274 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $414K.
Avantis US Mid Cap Value ETF made up 0.34% of Premier Path Wealth Partners's portfolio in Q2 2026, its #72 holding.
Premier Path Wealth Partners first reported a position in Avantis US Mid Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.