Premier Path Wealth Partners
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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
Q3 		$3.87M Buy
50,712
+13,679
+37% +$1.11M 0.45% 56
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

EW
Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
FNBSF
First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Premier Path Wealth Partners's AVMV Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Avantis US Mid Cap Value ETF (AVMV) stake by 37% in Q3 2026, buying an estimated $1.11M and bringing the position to 50,712 shares worth $3.87M. The position accounts for 0.45% of the portfolio, ranked #56.

Premier Path Wealth Partners first reported a position in AVMV in Q1 2024 and has held it in 11 quarters since. 29 funds tracked by Wall St. Rank hold AVMV as of Q3 2026.

  • Premier Path Wealth Partners held 50,712 shares of Avantis US Mid Cap Value ETF worth $3.87M as of Q3 2026.
  • Premier Path Wealth Partners bought 13,679 Avantis US Mid Cap Value ETF shares in Q3 2026, an estimated $1.11M.
  • Avantis US Mid Cap Value ETF made up 0.45% of Premier Path Wealth Partners's portfolio in Q3 2026, its #56 holding.
  • Premier Path Wealth Partners first reported a position in Avantis US Mid Cap Value ETF in Q1 2024 and has held it in 11 quarters since.
  • 29 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.