Axxcess Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Axxcess Wealth Management’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	$1.99M	Buy	+41,993	New	+$1.98M	0.03%	394
2026 Q1	–	Sell	-61,803	Closed	-$2.69M	–	420
2025 Q4	$2.69M	Buy	61,803 +37,498	+154%	+$1.65M	0.05%	319
2025 Q3	$1.08M	Buy	24,305 +4,215	+21%	+$187K	0.02%	429
2025 Q2	$887K	Buy	20,090 +1,818	+10%	+$78.7K	0.02%	456
2025 Q1	$786K	Buy	18,272 +922	+5%	+$39.5K	0.02%	449
2024 Q4	$727K	Buy	17,350 +1,592	+10%	+$71.2K	0.02%	473
2024 Q3	$743K	Buy	15,758 +9,342	+146%	+$419K	0.02%	460
2024 Q2	$264K	Buy	+6,416	New	+$262K	0.01%	693

Other funds holding AVRE

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $1.05B AUM

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

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

Axxcess Wealth Management's AVRE Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Avantis Real Estate ETF (AVRE) in Q2 2026: 41,993 shares worth $1.99M. The stake represents 0.03% of the portfolio and ranks #394 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AVRE as recently as Q4 2025.

Axxcess Wealth Management first reported a position in AVRE in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.69M in Q4 2025. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

Axxcess Wealth Management held 41,993 shares of Avantis Real Estate ETF worth $1.99M as of Q2 2026.
Avantis Real Estate ETF was a new Axxcess Wealth Management position in Q2 2026.
Avantis Real Estate ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #394 holding.
Axxcess Wealth Management first reported a position in Avantis Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
Axxcess Wealth Management's Avantis Real Estate ETF position peaked at $2.69M in Q4 2025.
155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.