Aveo Capital Partners’s Avantis All Equity Markets ETF AVGE Stock Holding History

Aveo Capital 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
2025 Q2	–	Sell	-25,686	Closed	-$1.84M	–	14
2025 Q1	$1.84M	Buy	25,686 +4,586	+22%	+$337K	0.31%	56
2024 Q4	$1.53M	Sell	21,100 -2,197	-9%	-$164K	0.17%	103
2024 Q3	$1.72M	Buy	23,297 +893	+4%	+$63.3K	0.18%	96
2024 Q2	$1.55M	Buy	22,404 +1,102	+5%	+$76K	0.18%	100
2024 Q1	$1.46M	Buy	21,302 +1,716	+9%	+$113K	0.16%	112
2023 Q4	$1.27M	Buy	19,586 +1,791	+10%	+$108K	0.15%	111
2023 Q3	$1.05M	Buy	17,795 +189	+1%	+$11.5K	0.14%	122
2023 Q2	$1.06M	Buy	+17,606	New	+$1.02M	0.13%	125

Other funds holding AVGE

Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

IFS

Intelligent Financial Strategies Excelsior, Minnesota $208M AUM 14.68% 1-Year Est. Return

FWM

FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return

Aveo Capital Partners's AVGE Position: Q2 2025 in Review

Aveo Capital Partners sold out of Avantis All Equity Markets ETF (AVGE) in Q2 2025, closing a stake of 25,686 shares — an estimated $1.84M sold.

Aveo Capital Partners first reported a position in AVGE in Q2 2023 and held it in 8 quarters. The position peaked at $1.84M in Q1 2025. 103 funds tracked by Wall St. Rank hold AVGE as of Q2 2025.

Aveo Capital Partners reported no remaining Avantis All Equity Markets ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 25,686 Avantis All Equity Markets ETF shares in Q2 2025, an estimated $1.84M.
Aveo Capital Partners first reported a position in Avantis All Equity Markets ETF in Q2 2023 and held it in 8 quarters.
Aveo Capital Partners's Avantis All Equity Markets ETF position peaked at $1.84M in Q1 2025.
103 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.