SWM
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SFG Wealth Management’s Avantis All International Markets Equity ETF AVNM Stock Holding History

SFG Wealth Management’s Portfolio AVNM Stock Details AVNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$322K Sell
3,912
-6,602
-63% -$542K 0.12% 103
2026
Q1 		$801K Buy
+10,514
New +$822K 0.33% 49

Other funds holding AVNM

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFG Wealth Management's AVNM Position: Q2 2026 in Review

SFG Wealth Management reduced its Avantis All International Markets Equity ETF (AVNM) stake by 63% in Q2 2026, selling an estimated $542K and leaving 3,912 shares worth $322K. The position accounts for 0.12% of the portfolio, ranked #103.

SFG Wealth Management first reported a position in AVNM in Q1 2026 and has held it in 2 quarters since. The position peaked at $801K in Q1 2026. 56 funds tracked by Wall St. Rank hold AVNM as of Q2 2026.

  • SFG Wealth Management held 3,912 shares of Avantis All International Markets Equity ETF worth $322K as of Q2 2026.
  • SFG Wealth Management sold 6,602 Avantis All International Markets Equity ETF shares in Q2 2026, an estimated $542K.
  • Avantis All International Markets Equity ETF made up 0.12% of SFG Wealth Management's portfolio in Q2 2026, its #103 holding.
  • SFG Wealth Management first reported a position in Avantis All International Markets Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • SFG Wealth Management's Avantis All International Markets Equity ETF position peaked at $801K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Avantis All International Markets Equity ETF as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.