Allied Private Wealth’s Avantis All Equity Markets ETF AVGE Stock Holding History

Allied Private Wealth’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 Q2	$164K	Buy	+1,674	New	+$161K	0.11%	131

Other funds holding AVGE

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

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

Allied Private Wealth's AVGE Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Avantis All Equity Markets ETF (AVGE) in Q2 2026: 1,674 shares worth $164K. The stake represents 0.11% of the portfolio and ranks #131 among its holdings.

159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Allied Private Wealth held 1,674 shares of Avantis All Equity Markets ETF worth $164K as of Q2 2026.
Avantis All Equity Markets ETF was a new Allied Private Wealth position in Q2 2026.
Avantis All Equity Markets ETF made up 0.11% of Allied Private Wealth's portfolio in Q2 2026, its #131 holding.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.