WMG Financial Advisors’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

WMG Financial 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
2026 Q2	$1.31M	Hold	16,300	–	–	0.49%	28
2026 Q1	$1.18M	Sell	16,300 -3,000	-16%	-$222K	0.49%	30
2025 Q4	$1.36M	Sell	19,300 -750	-4%	-$52.3K	0.56%	32
2025 Q3	$1.4M	Hold	20,050	–	–	0.47%	44
2025 Q2	$1.33M	Hold	20,050	–	–	0.49%	40
2025 Q1	$1.24M	Buy	20,050 +1,300	+7%	+$85.1K	0.53%	36
2024 Q4	$1.22M	Buy	18,750 +6,300	+51%	+$419K	0.52%	37
2024 Q3	$800K	Buy	+12,450	New	+$762K	0.36%	45

Other funds holding AVMC

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

TFO

Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

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

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

WMG Financial Advisors's AVMC Position: Q2 2026 in Review

WMG Financial Advisors held its Avantis US Mid Cap Equity ETF (AVMC) position steady in Q2 2026 at 16,300 shares worth $1.31M. The position accounts for 0.49% of the portfolio, ranked #28.

WMG Financial Advisors first reported a position in AVMC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q3 2025. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

WMG Financial Advisors held 16,300 shares of Avantis US Mid Cap Equity ETF worth $1.31M as of Q2 2026.
WMG Financial Advisors left its Avantis US Mid Cap Equity ETF share count unchanged in Q2 2026.
Avantis US Mid Cap Equity ETF made up 0.49% of WMG Financial Advisors's portfolio in Q2 2026, its #28 holding.
WMG Financial Advisors first reported a position in Avantis US Mid Cap Equity ETF in Q3 2024 and has held it in 8 quarters since.
WMG Financial Advisors's Avantis US Mid Cap Equity ETF position peaked at $1.4M in Q3 2025.
79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.