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

Clearstead 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
2025
Q2 		– Sell
-1,609
Closed -$115K – 2742
2025
Q1 		$115K Buy
+1,609
New +$118K ﹤0.01% 958

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
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
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 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
FWM
FMB Wealth Management Westlake Village, California $242M AUM 23.44% 1-Year Est. Return

Clearstead Advisors's AVGE Position: Q2 2025 in Review

Clearstead Advisors sold out of Avantis All Equity Markets ETF (AVGE) in Q2 2025, closing a stake of 1,609 shares — an estimated $115K sold.

Clearstead Advisors first reported a position in AVGE in Q1 2025 and held it in 1 quarter. The position peaked at $115K in Q1 2025. 103 funds tracked by Wall St. Rank hold AVGE as of Q2 2025.

  • Clearstead Advisors reported no remaining Avantis All Equity Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Clearstead Advisors sold 1,609 Avantis All Equity Markets ETF shares in Q2 2025, an estimated $115K.
  • Clearstead Advisors first reported a position in Avantis All Equity Markets ETF in Q1 2025 and held it in 1 quarter.
  • Clearstead Advisors's Avantis All Equity Markets ETF position peaked at $115K in Q1 2025.
  • 103 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.