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 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 $1.76B AUM 18.21% 1-Year Est. Return

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

MFT

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

TAWM

Three Arch Wealth Management Irvine, California $556M AUM

FWP

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FIC

Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Premier Path Wealth Partners's AVMV Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Avantis US Mid Cap Value ETF (AVMV) stake by 13% in Q1 2026, selling an estimated $367K and leaving 31,759 shares worth $2.36M. The position accounts for 0.31% of the portfolio, ranked #75.

Premier Path Wealth Partners first reported a position in AVMV in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.67M in Q3 2025. 78 funds tracked by Wall St. Rank hold AVMV as of Q1 2026.

Premier Path Wealth Partners held 31,759 shares of Avantis US Mid Cap Value ETF worth $2.36M as of Q1 2026.
Premier Path Wealth Partners sold 4,889 Avantis US Mid Cap Value ETF shares in Q1 2026, an estimated $367K.
Avantis US Mid Cap Value ETF made up 0.31% of Premier Path Wealth Partners's portfolio in Q1 2026, its #75 holding.
Premier Path Wealth Partners first reported a position in Avantis US Mid Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
Premier Path Wealth Partners's Avantis US Mid Cap Value ETF position peaked at $2.67M in Q3 2025.
78 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.