Aprio Wealth Management
AVGE icon

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

Aprio 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
Q3 		$425K Hold
4,322
– – 0.02% 438
2026
Q2 		$428K Buy
4,322
+2
+0% +$192 0.02% 420
2026
Q1 		$380K Buy
4,320
+35
+0.8% +$3.15K 0.02% 428
2025
Q4 		$368K Buy
+4,285
New +$362K 0.02% 381

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GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Nova R Wealth
Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return
Pacific Asset Management
Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
WJ Wealth Management
WJ Wealth Management Glendale, Arizona $246M AUM 20.35% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $543M AUM 28.64% 1-Year Est. Return

Aprio Wealth Management's AVGE Position: Q3 2026 in Review

Aprio Wealth Management held its Avantis All Equity Markets ETF (AVGE) position steady in Q3 2026 at 4,322 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #438.

Aprio Wealth Management first reported a position in AVGE in Q4 2025 and has held it in 4 quarters since. The position peaked at $428K in Q2 2026. 88 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

  • Aprio Wealth Management held 4,322 shares of Avantis All Equity Markets ETF worth $425K as of Q3 2026.
  • Aprio Wealth Management left its Avantis All Equity Markets ETF share count unchanged in Q3 2026.
  • Avantis All Equity Markets ETF made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #438 holding.
  • Aprio Wealth Management first reported a position in Avantis All Equity Markets ETF in Q4 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's Avantis All Equity Markets ETF position peaked at $428K in Q2 2026.
  • 88 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.