Bank of Montreal
AVGE icon

Bank of Montreal’s Avantis All Equity Markets ETF AVGE Stock Holding History

Bank of Montreal’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
Q2 		$5.47K Buy
+55
New +$5.29K ﹤0.01% 3723
2024
Q2 		– Sell
-316
Closed -$22.1K – 3842
2024
Q1 		$22.1K Buy
316
+108
+52% +$7.13K ﹤0.01% 3605
2023
Q4 		$13.5K Buy
+208
New +$12.5K ﹤0.01% 3766

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
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 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

Bank of Montreal's AVGE Position: Q2 2026 in Review

Bank of Montreal opened a new position in Avantis All Equity Markets ETF (AVGE) in Q2 2026: 55 shares worth $5.47K. The stake represents ﹤0.01% of the portfolio and ranks #3723 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in AVGE as recently as Q1 2024.

Bank of Montreal first reported a position in AVGE in Q4 2023 and has held it in 3 quarters since. The position peaked at $22.1K in Q1 2024. 160 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Bank of Montreal held 55 shares of Avantis All Equity Markets ETF worth $5.47K as of Q2 2026.
  • Avantis All Equity Markets ETF was a new Bank of Montreal position in Q2 2026.
  • Avantis All Equity Markets ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3723 holding.
  • Bank of Montreal first reported a position in Avantis All Equity Markets ETF in Q4 2023 and has held it in 3 quarters since.
  • Bank of Montreal's Avantis All Equity Markets ETF position peaked at $22.1K in Q1 2024.
  • 160 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.