Raymond James Financial
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Raymond James Financial’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-29
Closed -$1.92K – 5103
2025
Q2 		$1.92K Buy
+29
New +$1.81K ﹤0.01% 6421

Other funds holding AVMC

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
CA
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PAWA
Palo Alto Wealth Advisors Palo Alto, California $343M AUM 33.47% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Raymond James Financial's AVMC Position: Q3 2025 in Review

Raymond James Financial sold out of Avantis US Mid Cap Equity ETF (AVMC) in Q3 2025, closing a stake of 29 shares — an estimated $1.92K sold.

Raymond James Financial first reported a position in AVMC in Q2 2025 and held it in 1 quarter. The position peaked at $1.92K in Q2 2025. 42 funds tracked by Wall St. Rank hold AVMC as of Q3 2025.

  • Raymond James Financial reported no remaining Avantis US Mid Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 29 Avantis US Mid Cap Equity ETF shares in Q3 2025, an estimated $1.92K.
  • Raymond James Financial first reported a position in Avantis US Mid Cap Equity ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Avantis US Mid Cap Equity ETF position peaked at $1.92K in Q2 2025.
  • 42 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.