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Atwood & Palmer’s Avantis All Equity Markets ETF AVGE Stock Holding History

Atwood & Palmer’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
Q1 		– Sell
-109
Closed -$9.37K – 534
2025
Q4 		$9.37K Buy
+109
New +$9.21K ﹤0.01% 384

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Atwood & Palmer's AVGE Position: Q1 2026 in Review

Atwood & Palmer sold out of Avantis All Equity Markets ETF (AVGE) in Q1 2026, closing a stake of 109 shares — an estimated $9.37K sold.

Atwood & Palmer first reported a position in AVGE in Q4 2025 and held it in 1 quarter. The position peaked at $9.37K in Q4 2025. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • Atwood & Palmer reported no remaining Avantis All Equity Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Atwood & Palmer sold 109 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $9.37K.
  • Atwood & Palmer first reported a position in Avantis All Equity Markets ETF in Q4 2025 and held it in 1 quarter.
  • Atwood & Palmer's Avantis All Equity Markets ETF position peaked at $9.37K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on Atwood & Palmer's 13F filing for Q1 2026, filed 15 Apr 2026.