AWM
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AE Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

AE Wealth Management’s Portfolio AVRE Stock Details AVRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$903K Buy
20,450
+9,836
+93% +$434K 0.01% 754
2025
Q1 		$457K Buy
10,614
+5,686
+115% +$245K ﹤0.01% 946
2024
Q4 		$207K Buy
+4,928
New +$207K ﹤0.01% 1262