SJS Investment Consulting
AVTM icon

SJS Investment Consulting’s Avantis Total Equity Markets ETF AVTM Stock Holding History

SJS Investment Consulting’s Portfolio AVTM Stock Details AVTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.2M Hold
205,237
– – 1.13% 12
2026
Q2 		$11.2M Hold
205,237
– – 1.22% 11
2026
Q1 		$9.6M Buy
+205,237
New +$10M 1.18% 13

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Relyea Zuckerberg Hanson
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Anderson Hoagland & Co
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SJS Investment Consulting's AVTM Position: Q3 2026 in Review

SJS Investment Consulting held its Avantis Total Equity Markets ETF (AVTM) position steady in Q3 2026 at 205,237 shares worth $11.2M. The position accounts for 1.13% of the portfolio, ranked #12.

SJS Investment Consulting first reported a position in AVTM in Q1 2026 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold AVTM as of Q3 2026.

  • SJS Investment Consulting held 205,237 shares of Avantis Total Equity Markets ETF worth $11.2M as of Q3 2026.
  • SJS Investment Consulting left its Avantis Total Equity Markets ETF share count unchanged in Q3 2026.
  • Avantis Total Equity Markets ETF made up 1.13% of SJS Investment Consulting's portfolio in Q3 2026, its #12 holding.
  • SJS Investment Consulting first reported a position in Avantis Total Equity Markets ETF in Q1 2026 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Avantis Total Equity Markets ETF as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.