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 Q3	$4.93M	Buy	64,583 +4,300	+7%	+$348K	0.94%	28
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

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

FNBSF

First National Bank Sioux Falls Sioux Falls, South Dakota $328M AUM 12.85% 1-Year Est. Return

Triangle Securities Wealth Management's AVMV Position: Q3 2026 in Review

Triangle Securities Wealth Management increased its Avantis US Mid Cap Value ETF (AVMV) stake by 7.1% in Q3 2026, buying an estimated $348K and bringing the position to 64,583 shares worth $4.93M. The position accounts for 0.94% of the portfolio, ranked #28.

Triangle Securities Wealth Management first reported a position in AVMV in Q1 2025 and has held it in 7 quarters since. 33 funds tracked by Wall St. Rank hold AVMV as of Q3 2026.

Triangle Securities Wealth Management held 64,583 shares of Avantis US Mid Cap Value ETF worth $4.93M as of Q3 2026.
Triangle Securities Wealth Management bought 4,300 Avantis US Mid Cap Value ETF shares in Q3 2026, an estimated $348K.
Avantis US Mid Cap Value ETF made up 0.94% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #28 holding.
Triangle Securities Wealth Management first reported a position in Avantis US Mid Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
33 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.