Torren Management
AVTM icon

Torren Management’s Avantis Total Equity Markets ETF AVTM Stock Holding History

Torren Management’s Portfolio AVTM Stock Details AVTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$67.7M Sell
1,237,241
-3,110
-0.3% -$171K 33.72% 1
2026
Q2 		$67.5M Hold
1,240,351
– – 34.33% 1
2026
Q1 		$58.3M Buy
+1,240,351
New +$60.3M 29.03% 1

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Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Tarbox Family Office
Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Ridgeline Wealth
Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Torren Management's AVTM Position: Q3 2026 in Review

Torren Management reduced its Avantis Total Equity Markets ETF (AVTM) stake by 0.25% in Q3 2026, selling an estimated $171K and leaving 1,237,241 shares worth $67.7M. The position accounts for 33.72% of the portfolio, ranked #1.

Torren Management first reported a position in AVTM in Q1 2026 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold AVTM as of Q3 2026.

  • Torren Management held 1,237,241 shares of Avantis Total Equity Markets ETF worth $67.7M as of Q3 2026.
  • Torren Management sold 3,110 Avantis Total Equity Markets ETF shares in Q3 2026, an estimated $171K.
  • Avantis Total Equity Markets ETF made up 33.72% of Torren Management's portfolio in Q3 2026, its #1 holding.
  • Torren Management first reported a position in Avantis Total Equity Markets ETF in Q1 2026 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Avantis Total Equity Markets ETF as of Q3 2026.

Based on Torren Management's 13F filing for Q3 2026, filed 29 Oct 2026.