Stegent Equity Advisors’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Stegent Equity Advisors’s Portfolio AVMV Stock Details AVMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$313K	Sell	4,100 -120	-3%	-$9.7K	0.25%	78
2026 Q2	$340K	Sell	4,220 -36	-0.8%	-$2.82K	0.24%	84
2026 Q1	$316K	Hold	4,256	–	–	0.27%	87
2025 Q4	$303K	Sell	4,256 -2,595	-38%	-$180K	0.24%	100
2025 Q3	$472K	Sell	6,851 -82	-1%	-$5.57K	0.38%	70
2025 Q2	$453K	Buy	+6,933	New	+$427K	0.4%	78

Other funds holding AVMV

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Stegent Equity Advisors's AVMV Position: Q3 2026 in Review

Stegent Equity Advisors reduced its Avantis US Mid Cap Value ETF (AVMV) stake by 2.8% in Q3 2026, selling an estimated $9.7K and leaving 4,100 shares worth $313K. The position accounts for 0.25% of the portfolio, ranked #78.

Stegent Equity Advisors first reported a position in AVMV in Q2 2025 and has held it in 6 quarters since. The position peaked at $472K in Q3 2025. 90 funds tracked by Wall St. Rank hold AVMV as of Q3 2026.

Stegent Equity Advisors held 4,100 shares of Avantis US Mid Cap Value ETF worth $313K as of Q3 2026.
Stegent Equity Advisors sold 120 Avantis US Mid Cap Value ETF shares in Q3 2026, an estimated $9.7K.
Avantis US Mid Cap Value ETF made up 0.25% of Stegent Equity Advisors's portfolio in Q3 2026, its #78 holding.
Stegent Equity Advisors first reported a position in Avantis US Mid Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
Stegent Equity Advisors's Avantis US Mid Cap Value ETF position peaked at $472K in Q3 2025.
90 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.