Ameritas Advisory Services’s Avantis All Equity Markets ETF AVGE Stock Holding History

Ameritas Advisory Services’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
2025 Q3	–	Sell	-792	Closed	-$61.4K	–	2159
2025 Q2	$61.4K	Sell	792 -2,993	-79%	-$217K	﹤0.01%	1210
2025 Q1	$269K	Hold	3,785	–	–	0.01%	730
2024 Q4	$274K	Buy	3,785 +8	+0.2%	+$596	0.01%	750
2024 Q3	$279K	Sell	3,777 -314	-8%	-$22.3K	0.01%	701
2024 Q2	$284K	Buy	4,091 +2	+0%	+$138	0.01%	742
2024 Q1	$286K	Buy	+4,089	New	+$270K	0.01%	722
2023 Q4	–	Sell	-5,853	Closed	-$344K	–	684
2023 Q3	$344K	Buy	+5,853	New	+$355K	0.02%	596
2023 Q2	–	Sell	-7,460	Closed	-$434K	–	683
2023 Q1	$434K	Buy	+7,460	New	+$433K	0.02%	524

Other funds holding AVGE

Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

NRW

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

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

IFS

Intelligent Financial Strategies Excelsior, Minnesota $192M AUM 4.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameritas Advisory Services's AVGE Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Avantis All Equity Markets ETF (AVGE) in Q3 2025, closing a stake of 792 shares — an estimated $61.4K sold.

Ameritas Advisory Services first reported a position in AVGE in Q1 2023 and held it in 8 quarters. The position peaked at $434K in Q1 2023. 107 funds tracked by Wall St. Rank hold AVGE as of Q3 2025.

Ameritas Advisory Services reported no remaining Avantis All Equity Markets ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 792 Avantis All Equity Markets ETF shares in Q3 2025, an estimated $61.4K.
Ameritas Advisory Services first reported a position in Avantis All Equity Markets ETF in Q1 2023 and held it in 8 quarters.
Ameritas Advisory Services's Avantis All Equity Markets ETF position peaked at $434K in Q1 2023.
107 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.