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Clune & Associates’s Avantis Real Estate ETF AVRE Stock Holding History

Clune & Associates’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
Q2 		– Sell
-4,644
Closed -$204K – 171
2026
Q1 		$204K Sell
4,644
-1,517
-25% -$68.6K 0.04% 159
2025
Q4 		$268K Buy
6,161
+146
+2% +$6.43K 0.06% 143
2025
Q3 		$268K Buy
6,015
+1,030
+21% +$45.8K 0.07% 133
2025
Q2 		$220K Buy
4,985
+262
+6% +$11.3K 0.06% 146
2025
Q1 		$203K Buy
+4,723
New +$202K 0.06% 139

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

Clune & Associates's AVRE Position: Q2 2026 in Review

Clune & Associates sold out of Avantis Real Estate ETF (AVRE) in Q2 2026, closing a stake of 4,644 shares — an estimated $204K sold.

Clune & Associates first reported a position in AVRE in Q1 2025 and held it in 5 quarters. The position peaked at $268K in Q4 2025. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Clune & Associates reported no remaining Avantis Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Clune & Associates sold 4,644 Avantis Real Estate ETF shares in Q2 2026, an estimated $204K.
  • Clune & Associates first reported a position in Avantis Real Estate ETF in Q1 2025 and held it in 5 quarters.
  • Clune & Associates's Avantis Real Estate ETF position peaked at $268K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.