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Beacon Pointe Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

Beacon Pointe Advisors’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 		$1.2M Sell
13,659
-602
-4% -$54.2K 0.01% 926
2025
Q4 		$1.23M Buy
14,261
+2,932
+26% +$248K 0.01% 767
2025
Q3 		$945K Buy
+11,329
New +$912K 0.01% 775

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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 $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Beacon Pointe Advisors's AVGE Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Avantis All Equity Markets ETF (AVGE) stake by 4.2% in Q1 2026, selling an estimated $54.2K and leaving 13,659 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #926.

Beacon Pointe Advisors first reported a position in AVGE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q4 2025. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • Beacon Pointe Advisors held 13,659 shares of Avantis All Equity Markets ETF worth $1.2M as of Q1 2026.
  • Beacon Pointe Advisors sold 602 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $54.2K.
  • Avantis All Equity Markets ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #926 holding.
  • Beacon Pointe Advisors first reported a position in Avantis All Equity Markets ETF in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Avantis All Equity Markets ETF position peaked at $1.23M in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.