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Waypoint Capital Advisors’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Waypoint Capital Advisors’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
2024
Q3 		$4.25M Buy
66,115
+47,418
+254% +$2.9M 0.9% 27
2024
Q2 		$1.11M Buy
+18,697
New +$1.12M 0.28% 62

Other funds holding AVMC

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $361M AUM 17.13% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Waypoint Capital Advisors's AVMC Position: Q3 2024 in Review

Waypoint Capital Advisors increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 254% in Q3 2024, buying an estimated $2.9M and bringing the position to 66,115 shares worth $4.25M. The position accounts for 0.9% of the portfolio, ranked #27.

Waypoint Capital Advisors first reported a position in AVMC in Q2 2024 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold AVMC as of Q3 2024.

  • Waypoint Capital Advisors held 66,115 shares of Avantis US Mid Cap Equity ETF worth $4.25M as of Q3 2024.
  • Waypoint Capital Advisors bought 47,418 Avantis US Mid Cap Equity ETF shares in Q3 2024, an estimated $2.9M.
  • Avantis US Mid Cap Equity ETF made up 0.9% of Waypoint Capital Advisors's portfolio in Q3 2024, its #27 holding.
  • Waypoint Capital Advisors first reported a position in Avantis US Mid Cap Equity ETF in Q2 2024 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q3 2024.

Based on Waypoint Capital Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.