ARQ Wealth Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

ARQ Wealth Advisors’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	$7.12M	Buy	72,440 +43,657	+152%	+$4.37M	0.85%	42
2026 Q2	$2.85M	Buy	28,783 +12,911	+81%	+$1.24M	0.35%	79
2026 Q1	$1.4M	Buy	15,872 +5,659	+55%	+$509K	0.25%	85
2025 Q4	$877K	Buy	10,213 +4,439	+77%	+$375K	0.24%	61
2025 Q3	$482K	Buy	+5,774	New	+$465K	0.14%	94

Other funds holding AVGE

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

ARQ Wealth Advisors's AVGE Position: Q3 2026 in Review

ARQ Wealth Advisors increased its Avantis All Equity Markets ETF (AVGE) stake by 152% in Q3 2026, buying an estimated $4.37M and bringing the position to 72,440 shares worth $7.12M. The position accounts for 0.85% of the portfolio, ranked #42.

ARQ Wealth Advisors first reported a position in AVGE in Q3 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

ARQ Wealth Advisors held 72,440 shares of Avantis All Equity Markets ETF worth $7.12M as of Q3 2026.
ARQ Wealth Advisors bought 43,657 Avantis All Equity Markets ETF shares in Q3 2026, an estimated $4.37M.
Avantis All Equity Markets ETF made up 0.85% of ARQ Wealth Advisors's portfolio in Q3 2026, its #42 holding.
ARQ Wealth Advisors first reported a position in Avantis All Equity Markets ETF in Q3 2025 and has held it in 5 quarters since.
124 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on ARQ Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.