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Avantax Planning Partners’s Avantis Real Estate ETF AVRE Stock Holding History

Avantax Planning Partners’s Portfolio AVRE Stock Details AVRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,499
Closed -$286K – 459
2026
Q1 		$286K Buy
6,499
+264
+4% +$11.9K 0.01% 358
2025
Q4 		$271K Buy
6,235
+1,038
+20% +$45.7K 0.01% 365
2025
Q3 		$231K Sell
5,197
-341
-6% -$15.1K 0.01% 394
2025
Q2 		$245K Buy
+5,538
New +$240K 0.01% 396

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

Avantax Planning Partners's AVRE Position: Q2 2026 in Review

Avantax Planning Partners sold out of Avantis Real Estate ETF (AVRE) in Q2 2026, closing a stake of 6,499 shares — an estimated $286K sold.

Avantax Planning Partners first reported a position in AVRE in Q2 2025 and held it in 4 quarters. The position peaked at $286K in Q1 2026. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Avantax Planning Partners reported no remaining Avantis Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 6,499 Avantis Real Estate ETF shares in Q2 2026, an estimated $286K.
  • Avantax Planning Partners first reported a position in Avantis Real Estate ETF in Q2 2025 and held it in 4 quarters.
  • Avantax Planning Partners's Avantis Real Estate ETF position peaked at $286K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.