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Sunbelt Securities’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Sunbelt Securities’s Portfolio AVMA Stock Details AVMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$94.6K Buy
1,408
+5
+0.4% +$342 0.01% 855
2025
Q4 		$93K Buy
1,403
+16
+1% +$1.05K 0.01% 844
2025
Q3 		$90.2K Buy
1,387
+16
+1% +$1.01K 0.01% 858
2025
Q2 		$79.7K Hold
1,371
– – 0.01% 824
2025
Q1 		$79.5K Hold
1,371
– – 0.01% 786
2024
Q4 		$79.9K Sell
1,371
-408
-23% -$24.4K 0.01% 825
2024
Q3 		$106K Hold
1,779
– – 0.01% 745
2024
Q2 		$100K Buy
1,779
+439
+33% +$24.7K 0.01% 728
2024
Q1 		$76.2K Hold
1,340
– – 0.01% 779
2023
Q4 		$72.4K Buy
1,340
+15
+1% +$765 0.01% 742
2023
Q3 		$66.2K Buy
+1,325
New +$67.8K 0.01% 747

Other funds holding AVMA

CPW
Cogent Private Wealth Orlando, Florida $139M AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Sunbelt Securities's AVMA Position: Q1 2026 in Review

Sunbelt Securities increased its Avantis Moderate Allocation ETF (AVMA) stake by 0.36% in Q1 2026, buying an estimated $342 and bringing the position to 1,408 shares worth $94.6K. The position accounts for 0.01% of the portfolio, ranked #855.

Sunbelt Securities first reported a position in AVMA in Q3 2023 and has held it in 11 quarters since. The position peaked at $106K in Q3 2024. 20 funds tracked by Wall St. Rank hold AVMA as of Q1 2026.

  • Sunbelt Securities held 1,408 shares of Avantis Moderate Allocation ETF worth $94.6K as of Q1 2026.
  • Sunbelt Securities bought 5 Avantis Moderate Allocation ETF shares in Q1 2026, an estimated $342.
  • Avantis Moderate Allocation ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #855 holding.
  • Sunbelt Securities first reported a position in Avantis Moderate Allocation ETF in Q3 2023 and has held it in 11 quarters since.
  • Sunbelt Securities's Avantis Moderate Allocation ETF position peaked at $106K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.