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Avantax Planning Partners’s Avantis All Equity Markets ETF AVGE Stock Holding History

Avantax Planning Partners’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 		$1.12M Buy
12,756
+55
+0.4% +$4.95K 0.03% 181
2025
Q4 		$1.09M Buy
12,701
+2,335
+23% +$197K 0.03% 184
2025
Q3 		$865K Buy
10,366
+1,913
+23% +$154K 0.02% 206
2025
Q2 		$655K Buy
8,453
+55
+0.7% +$4K 0.02% 235
2025
Q1 		$598K Buy
+8,398
New +$617K 0.02% 230

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 $343M AUM 17.7% 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

Avantax Planning Partners's AVGE Position: Q1 2026 in Review

Avantax Planning Partners increased its Avantis All Equity Markets ETF (AVGE) stake by 0.43% in Q1 2026, buying an estimated $4.95K and bringing the position to 12,756 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #181.

Avantax Planning Partners first reported a position in AVGE in Q1 2025 and has held it in 5 quarters since. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • Avantax Planning Partners held 12,756 shares of Avantis All Equity Markets ETF worth $1.12M as of Q1 2026.
  • Avantax Planning Partners bought 55 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $4.95K.
  • Avantis All Equity Markets ETF made up 0.03% of Avantax Planning Partners's portfolio in Q1 2026, its #181 holding.
  • Avantax Planning Partners first reported a position in Avantis All Equity Markets ETF in Q1 2025 and has held it in 5 quarters since.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.