TWM
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Tripletail Wealth Management’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Tripletail Wealth Management’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
2025
Q4 		– Sell
-100
Closed -$7K – 266
2025
Q3 		$7K Buy
+100
New +$6.83K 0.01% 269

Other funds holding AVMC

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Tripletail Wealth Management's AVMC Position: Q4 2025 in Review

Tripletail Wealth Management sold out of Avantis US Mid Cap Equity ETF (AVMC) in Q4 2025, closing a stake of 100 shares — an estimated $7K sold.

Tripletail Wealth Management first reported a position in AVMC in Q3 2025 and held it in 1 quarter. The position peaked at $7K in Q3 2025. 52 funds tracked by Wall St. Rank hold AVMC as of Q4 2025.

  • Tripletail Wealth Management reported no remaining Avantis US Mid Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Tripletail Wealth Management sold 100 Avantis US Mid Cap Equity ETF shares in Q4 2025, an estimated $7K.
  • Tripletail Wealth Management first reported a position in Avantis US Mid Cap Equity ETF in Q3 2025 and held it in 1 quarter.
  • Tripletail Wealth Management's Avantis US Mid Cap Equity ETF position peaked at $7K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q4 2025.

Based on Tripletail Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.