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Summit Financial’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Summit Financial’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
2026
Q2 		$2.1M Buy
26,153
+774
+3% +$60K 0.02% 622
2026
Q1 		$1.83M Buy
25,379
+1,703
+7% +$126K 0.02% 602
2025
Q4 		$1.67M Buy
23,676
+2,631
+13% +$184K 0.02% 530
2025
Q3 		$1.46M Buy
+21,045
New +$1.44M 0.02% 551

Other funds holding AVMC

EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

Summit Financial's AVMC Position: Q2 2026 in Review

Summit Financial increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 3% in Q2 2026, buying an estimated $60K and bringing the position to 26,153 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #622.

Summit Financial first reported a position in AVMC in Q3 2025 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Summit Financial held 26,153 shares of Avantis US Mid Cap Equity ETF worth $2.1M as of Q2 2026.
  • Summit Financial bought 774 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $60K.
  • Avantis US Mid Cap Equity ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #622 holding.
  • Summit Financial first reported a position in Avantis US Mid Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.