Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Avantis Real Estate ETF AVRE Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$3.66M Sell
83,035
-46,233
-36% -$2.09M 0.01% 938
2025
Q4 		$5.63M Sell
129,268
-53,010
-29% -$2.34M 0.02% 734
2025
Q3 		$8.11M Sell
182,278
-13,061
-7% -$580K 0.02% 540
2025
Q2 		$8.63M Buy
195,339
+3,403
+2% +$147K 0.03% 423
2025
Q1 		$8.26M Buy
191,936
+2,694
+1% +$115K 0.03% 392
2024
Q4 		$7.93M Buy
189,242
+3,294
+2% +$147K 0.03% 371
2024
Q3 		$8.77M Buy
185,948
+4,445
+2% +$199K 0.04% 331
2024
Q2 		$7.48M Buy
181,503
+14,719
+9% +$600K 0.04% 341
2024
Q1 		$7.05M Buy
166,784
+33,890
+26% +$1.42M 0.03% 354
2023
Q4 		$5.76M Buy
132,894
+123,314
+1,287% +$4.83M 0.03% 370
2023
Q3 		$360K Buy
9,580
+9,556
+39,817% +$388K ﹤0.01% 1093
2023
Q2 		$1K Buy
+24
New +$985 ﹤0.01% 3905

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AVRE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Avantis Real Estate ETF (AVRE) stake by 36% in Q1 2026, selling an estimated $2.09M and leaving 83,035 shares worth $3.66M. The position accounts for 0.01% of the portfolio, ranked #938.

Carson Wealth (CWM LLC) first reported a position in AVRE in Q2 2023 and has held it in 12 quarters since. The position peaked at $8.77M in Q3 2024. 148 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 83,035 shares of Avantis Real Estate ETF worth $3.66M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 46,233 Avantis Real Estate ETF shares in Q1 2026, an estimated $2.09M.
  • Avantis Real Estate ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #938 holding.
  • Carson Wealth (CWM LLC) first reported a position in Avantis Real Estate ETF in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Avantis Real Estate ETF position peaked at $8.77M in Q3 2024.
  • 148 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.