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AE Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

AE Wealth Management’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$252K Hold
2,867
– – ﹤0.01% 1483
2025
Q4 		$246K Hold
2,867
– – ﹤0.01% 1414
2025
Q3 		$239K Buy
+2,867
New +$231K ﹤0.01% 1307

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

AE Wealth Management's AVGE Position: Q1 2026 in Review

AE Wealth Management held its Avantis All Equity Markets ETF (AVGE) position steady in Q1 2026 at 2,867 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

AE Wealth Management first reported a position in AVGE in Q3 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • AE Wealth Management held 2,867 shares of Avantis All Equity Markets ETF worth $252K as of Q1 2026.
  • AE Wealth Management left its Avantis All Equity Markets ETF share count unchanged in Q1 2026.
  • Avantis All Equity Markets ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1483 holding.
  • AE Wealth Management first reported a position in Avantis All Equity Markets ETF in Q3 2025 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.