PWM
AVMC icon

Proathlete Wealth Management’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Proathlete Wealth Management’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
Q2 		– Sell
-147,669
Closed -$9.15M – 318
2025
Q1 		$9.15M Buy
147,669
+9,302
+7% +$609K 3.34% 8
2024
Q4 		$8.99M Buy
138,367
+8,998
+7% +$599K 3.39% 8
2024
Q3 		$8.31M Buy
129,369
+122,628
+1,819% +$7.51M 3.43% 8
2024
Q2 		$400K Buy
+6,741
New +$404K 0.19% 47

Other funds holding AVMC

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PAWA
Palo Alto Wealth Advisors Palo Alto, California $343M AUM 33.47% 1-Year Est. Return

Proathlete Wealth Management's AVMC Position: Q2 2025 in Review

Proathlete Wealth Management sold out of Avantis US Mid Cap Equity ETF (AVMC) in Q2 2025, closing a stake of 147,669 shares — an estimated $9.15M sold.

Proathlete Wealth Management first reported a position in AVMC in Q2 2024 and held it in 4 quarters. The position peaked at $9.15M in Q1 2025. 42 funds tracked by Wall St. Rank hold AVMC as of Q2 2025.

  • Proathlete Wealth Management reported no remaining Avantis US Mid Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Proathlete Wealth Management sold 147,669 Avantis US Mid Cap Equity ETF shares in Q2 2025, an estimated $9.15M.
  • Proathlete Wealth Management first reported a position in Avantis US Mid Cap Equity ETF in Q2 2024 and held it in 4 quarters.
  • Proathlete Wealth Management's Avantis US Mid Cap Equity ETF position peaked at $9.15M in Q1 2025.
  • 42 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2025.

Based on Proathlete Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.