Triangle Securities Wealth Management’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Triangle Securities Wealth Management’s Portfolio AVMV Stock Details AVMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.85M	Buy	60,283 +13,021	+28%	+$1.02M	0.96%	31
2026 Q1	$3.51M	Buy	47,262 +19,670	+71%	+$1.48M	0.8%	36
2025 Q4	$1.96M	Buy	27,592 +20,533	+291%	+$1.42M	0.41%	63
2025 Q3	$486K	Buy	7,059 +950	+16%	+$64.5K	0.11%	158
2025 Q2	$399K	Buy	6,109 +2,159	+55%	+$133K	0.1%	165
2025 Q1	$243K	Buy	+3,950	New	+$258K	0.06%	188

Other funds holding AVMV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

TAWM

Three Arch Wealth Management Irvine, California $652M AUM

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Triangle Securities Wealth Management's AVMV Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its Avantis US Mid Cap Value ETF (AVMV) stake by 28% in Q2 2026, buying an estimated $1.02M and bringing the position to 60,283 shares worth $4.85M. The position accounts for 0.96% of the portfolio, ranked #31.

Triangle Securities Wealth Management first reported a position in AVMV in Q1 2025 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

Triangle Securities Wealth Management held 60,283 shares of Avantis US Mid Cap Value ETF worth $4.85M as of Q2 2026.
Triangle Securities Wealth Management bought 13,021 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $1.02M.
Avantis US Mid Cap Value ETF made up 0.96% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #31 holding.
Triangle Securities Wealth Management first reported a position in Avantis US Mid Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.