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AlphaQ Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

AlphaQ Advisors’s Portfolio AVRE Stock Details AVRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,822
Closed -$838K – 48
2024
Q1 		$838K Buy
19,822
+10,847
+121% +$453K 0.5% 54
2023
Q4 		$389K Buy
+8,975
New +$351K 0.27% 92

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

AlphaQ Advisors's AVRE Position: Q2 2024 in Review

AlphaQ Advisors sold out of Avantis Real Estate ETF (AVRE) in Q2 2024, closing a stake of 19,822 shares — an estimated $838K sold.

AlphaQ Advisors first reported a position in AVRE in Q4 2023 and held it in 2 quarters. The position peaked at $838K in Q1 2024. 100 funds tracked by Wall St. Rank hold AVRE as of Q2 2024.

  • AlphaQ Advisors reported no remaining Avantis Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • AlphaQ Advisors sold 19,822 Avantis Real Estate ETF shares in Q2 2024, an estimated $838K.
  • AlphaQ Advisors first reported a position in Avantis Real Estate ETF in Q4 2023 and held it in 2 quarters.
  • AlphaQ Advisors's Avantis Real Estate ETF position peaked at $838K in Q1 2024.
  • 100 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2024.

Based on AlphaQ Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.