Werba Rubin Papier Wealth Management’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Werba Rubin Papier Wealth Management’s Portfolio AVMA Stock Details AVMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$227K	Sell	3,113 -203	-6%	-$14.5K	0.03%	271
2026 Q1	$223K	Buy	+3,316	New	+$227K	0.03%	248
2025 Q4	–	Sell	-3,392	Closed	-$221K	–	247
2025 Q3	$221K	Hold	3,392	–	–	0.04%	221
2025 Q2	$209K	Sell	3,392 -60	-2%	-$3.53K	0.04%	214
2025 Q1	$200K	Sell	3,452 -95	-3%	-$5.61K	0.04%	183
2024 Q4	$206K	Sell	3,547 -116	-3%	-$6.93K	0.05%	178
2024 Q3	$219K	Sell	3,663 -203	-5%	-$11.7K	0.05%	168
2024 Q2	$218K	Sell	3,866 -64	-2%	-$3.6K	0.06%	150
2024 Q1	$223K	Sell	3,930 -154	-4%	-$8.41K	0.06%	128
2023 Q4	$221K	Buy	+4,084	New	+$208K	0.08%	105

Other funds holding AVMA

CPW

Cogent Private Wealth Orlando, Florida $160M AUM

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

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

Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return

IWS

Integrity Wealth Solutions Denver, Colorado $271M AUM 21.83% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Werba Rubin Papier Wealth Management's AVMA Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its Avantis Moderate Allocation ETF (AVMA) stake by 6.1% in Q2 2026, selling an estimated $14.5K and leaving 3,113 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #271.

Werba Rubin Papier Wealth Management first reported a position in AVMA in Q4 2023 and has held it in 10 quarters since. 19 funds tracked by Wall St. Rank hold AVMA as of Q2 2026.

Werba Rubin Papier Wealth Management held 3,113 shares of Avantis Moderate Allocation ETF worth $227K as of Q2 2026.
Werba Rubin Papier Wealth Management sold 203 Avantis Moderate Allocation ETF shares in Q2 2026, an estimated $14.5K.
Avantis Moderate Allocation ETF made up 0.03% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #271 holding.
Werba Rubin Papier Wealth Management first reported a position in Avantis Moderate Allocation ETF in Q4 2023 and has held it in 10 quarters since.
19 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.