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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
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

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Stegent Equity Advisors's AVMV Position: Q2 2026 in Review

Stegent Equity Advisors reduced its Avantis US Mid Cap Value ETF (AVMV) stake by 0.85% in Q2 2026, selling an estimated $2.82K and leaving 4,220 shares worth $340K. The position accounts for 0.24% of the portfolio, ranked #84.

Stegent Equity Advisors first reported a position in AVMV in Q2 2025 and has held it in 5 quarters since. The position peaked at $472K in Q3 2025. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Stegent Equity Advisors held 4,220 shares of Avantis US Mid Cap Value ETF worth $340K as of Q2 2026.
  • Stegent Equity Advisors sold 36 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $2.82K.
  • Avantis US Mid Cap Value ETF made up 0.24% of Stegent Equity Advisors's portfolio in Q2 2026, its #84 holding.
  • Stegent Equity Advisors first reported a position in Avantis US Mid Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Stegent Equity Advisors's Avantis US Mid Cap Value ETF position peaked at $472K in Q3 2025.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.