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Robinswood Financial’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Robinswood Financial’s Portfolio AVMA Stock Details AVMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.3K Buy
1,087
+685
+170% +$49K 0.02% 124
2026
Q1 		$27.1K Buy
+402
New +$27.5K 0.01% 197

Other funds holding AVMA

VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MW
Marrick Wealth Irvine, California $141M AUM

Robinswood Financial's AVMA Position: Q2 2026 in Review

Robinswood Financial increased its Avantis Moderate Allocation ETF (AVMA) stake by 170% in Q2 2026, buying an estimated $49K and bringing the position to 1,087 shares worth $79.3K. The position accounts for 0.02% of the portfolio, ranked #124.

Robinswood Financial first reported a position in AVMA in Q1 2026 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold AVMA as of Q2 2026.

  • Robinswood Financial held 1,087 shares of Avantis Moderate Allocation ETF worth $79.3K as of Q2 2026.
  • Robinswood Financial bought 685 Avantis Moderate Allocation ETF shares in Q2 2026, an estimated $49K.
  • Avantis Moderate Allocation ETF made up 0.02% of Robinswood Financial's portfolio in Q2 2026, its #124 holding.
  • Robinswood Financial first reported a position in Avantis Moderate Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 4 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.