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Axxcess Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Axxcess Wealth Management’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
-26,819
Closed -$2.3M – 416
2025
Q4 		$2.3M Buy
+26,819
New +$2.27M 0.04% 350

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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 $445B AUM 25.58% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

Axxcess Wealth Management's AVGE Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Avantis All Equity Markets ETF (AVGE) in Q1 2026, closing a stake of 26,819 shares — an estimated $2.3M sold.

Axxcess Wealth Management first reported a position in AVGE in Q4 2025 and held it in 1 quarter. The position peaked at $2.3M in Q4 2025. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Avantis All Equity Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 26,819 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $2.3M.
  • Axxcess Wealth Management first reported a position in Avantis All Equity Markets ETF in Q4 2025 and held it in 1 quarter.
  • Axxcess Wealth Management's Avantis All Equity Markets ETF position peaked at $2.3M in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.