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WMS Partners’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

WMS Partners’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
Q1 		– Sell
-243,188
Closed -$15.8M – 23
2024
Q4 		$15.8M Buy
243,188
+84,142
+53% +$5.6M 0.89% 21
2024
Q3 		$10.2M Buy
+159,046
New +$9.73M 0.57% 24

Other funds holding AVMC

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

WMS Partners's AVMC Position: Q1 2025 in Review

WMS Partners sold out of Avantis US Mid Cap Equity ETF (AVMC) in Q1 2025, closing a stake of 243,188 shares — an estimated $15.8M sold.

WMS Partners first reported a position in AVMC in Q3 2024 and held it in 2 quarters. The position peaked at $15.8M in Q4 2024. 33 funds tracked by Wall St. Rank hold AVMC as of Q1 2025.

  • WMS Partners reported no remaining Avantis US Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 243,188 Avantis US Mid Cap Equity ETF shares in Q1 2025, an estimated $15.8M.
  • WMS Partners first reported a position in Avantis US Mid Cap Equity ETF in Q3 2024 and held it in 2 quarters.
  • WMS Partners's Avantis US Mid Cap Equity ETF position peaked at $15.8M in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.