Quad-Cities Investment Group’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Quad-Cities Investment Group’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
2026 Q2	$2.28M	Buy	28,370 +3,833	+16%	+$297K	0.82%	32
2026 Q1	$1.77M	Buy	24,537 +5,681	+30%	+$420K	0.71%	38
2025 Q4	$1.33M	Buy	18,856 +5,431	+40%	+$379K	0.55%	43
2025 Q3	$934K	Buy	13,425 +2,864	+27%	+$196K	0.4%	60
2025 Q2	$699K	Buy	10,561 +6,480	+159%	+$404K	0.32%	75
2025 Q1	$253K	Buy	+4,081	New	+$267K	0.12%	145

Other funds holding AVMC

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

TFO

Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

Quad-Cities Investment Group's AVMC Position: Q2 2026 in Review

Quad-Cities Investment Group increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 16% in Q2 2026, buying an estimated $297K and bringing the position to 28,370 shares worth $2.28M. The position accounts for 0.82% of the portfolio, ranked #32.

Quad-Cities Investment Group first reported a position in AVMC in Q1 2025 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

Quad-Cities Investment Group held 28,370 shares of Avantis US Mid Cap Equity ETF worth $2.28M as of Q2 2026.
Quad-Cities Investment Group bought 3,833 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $297K.
Avantis US Mid Cap Equity ETF made up 0.82% of Quad-Cities Investment Group's portfolio in Q2 2026, its #32 holding.
Quad-Cities Investment Group first reported a position in Avantis US Mid Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Quad-Cities Investment Group's 13F filing for Q2 2026, filed 7 Jul 2026.