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

Team Financial Group’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 		$1.16M Buy
14,516
+10,118
+230% +$784K 0.49% 21
2026
Q1 		$318K Buy
4,398
+3,141
+250% +$232K 0.14% 34
2025
Q4 		$88.8K Buy
1,257
+593
+89% +$41.4K 0.04% 75
2025
Q3 		$46.2K Buy
+664
New +$45.4K 0.02% 103

Other funds holding AVMC

WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
BW
Balance Wealth Delaware, Ohio $376M AUM 19.58% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Team Financial Group's AVMC Position: Q2 2026 in Review

Team Financial Group increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 230% in Q2 2026, buying an estimated $784K and bringing the position to 14,516 shares worth $1.16M. The position accounts for 0.49% of the portfolio, ranked #21.

Team Financial Group first reported a position in AVMC in Q3 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Team Financial Group held 14,516 shares of Avantis US Mid Cap Equity ETF worth $1.16M as of Q2 2026.
  • Team Financial Group bought 10,118 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $784K.
  • Avantis US Mid Cap Equity ETF made up 0.49% of Team Financial Group's portfolio in Q2 2026, its #21 holding.
  • Team Financial Group first reported a position in Avantis US Mid Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.