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Studio Investment Management’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Studio Investment Management’s Portfolio AVMC Stock Details AVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-342
Closed -$22.2K – 318
2024
Q4 		$22.2K Buy
+342
New +$22.7K ﹤0.01% 228

Other funds holding AVMC

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $361M AUM 17.13% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Studio Investment Management's AVMC Position: Q1 2025 in Review

Studio Investment Management sold out of Avantis US Mid Cap Equity ETF (AVMC) in Q1 2025, closing a stake of 342 shares — an estimated $22.2K sold.

Studio Investment Management first reported a position in AVMC in Q4 2024 and held it in 1 quarter. The position peaked at $22.2K in Q4 2024. 33 funds tracked by Wall St. Rank hold AVMC as of Q1 2025.

  • Studio Investment Management reported no remaining Avantis US Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Studio Investment Management sold 342 Avantis US Mid Cap Equity ETF shares in Q1 2025, an estimated $22.2K.
  • Studio Investment Management first reported a position in Avantis US Mid Cap Equity ETF in Q4 2024 and held it in 1 quarter.
  • Studio Investment Management's Avantis US Mid Cap Equity ETF position peaked at $22.2K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q1 2025.

Based on Studio Investment Management's 13F filing for Q1 2025, filed 14 May 2025.