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Catherine Avery Investment Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Catherine Avery Investment 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
2025
Q3 		– Sell
-13
Closed -$1.01K – 165
2025
Q2 		$1.01K Hold
13
– – ﹤0.01% 150
2025
Q1 		$925 Hold
13
– – ﹤0.01% 143
2024
Q4 		$941 Buy
+13
New +$968 ﹤0.01% 150

Other funds holding AVGE

WA
Wealthstream Advisors New York $661M AUM 18% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $371M AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $192M AUM 4.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Catherine Avery Investment Management's AVGE Position: Q3 2025 in Review

Catherine Avery Investment Management sold out of Avantis All Equity Markets ETF (AVGE) in Q3 2025, closing a stake of 13 shares — an estimated $1.01K sold.

Catherine Avery Investment Management first reported a position in AVGE in Q4 2024 and held it in 3 quarters. The position peaked at $1.01K in Q2 2025. 107 funds tracked by Wall St. Rank hold AVGE as of Q3 2025.

  • Catherine Avery Investment Management reported no remaining Avantis All Equity Markets ETF position as of Q3 2025 after selling out during the quarter.
  • Catherine Avery Investment Management sold 13 Avantis All Equity Markets ETF shares in Q3 2025, an estimated $1.01K.
  • Catherine Avery Investment Management first reported a position in Avantis All Equity Markets ETF in Q4 2024 and held it in 3 quarters.
  • Catherine Avery Investment Management's Avantis All Equity Markets ETF position peaked at $1.01K in Q2 2025.
  • 107 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2025.

Based on Catherine Avery Investment Management's 13F filing for Q3 2025, filed 5 Jan 2026.