Commonwealth Equity Services’s Avantis Real Estate ETF AVRE Stock Holding History

Commonwealth Equity Services’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	$2.34M	Buy	49,376 +2,004	+4%	+$94.6K	﹤0.01%	1969
2026 Q1	$2.09M	Buy	47,372 +2,248	+5%	+$102K	﹤0.01%	1975
2025 Q4	$1.96M	Buy	45,124 +2,388	+6%	+$105K	﹤0.01%	1999
2025 Q3	$1.9M	Buy	42,736 +1,395	+3%	+$62K	﹤0.01%	2035
2025 Q2	$1.83M	Buy	41,341 +2,231	+6%	+$96.5K	﹤0.01%	2048
2025 Q1	$1.68M	Buy	39,110 +14,336	+58%	+$614K	﹤0.01%	2055
2024 Q4	$1.04M	Buy	24,774 +2,692	+12%	+$120K	﹤0.01%	2351
2024 Q3	$1.04M	Buy	22,082 +1,917	+10%	+$86K	﹤0.01%	2314
2024 Q2	$831K	Buy	20,165 +5,005	+33%	+$204K	﹤0.01%	2421
2024 Q1	$641K	Buy	15,160 +5,782	+62%	+$241K	﹤0.01%	2601
2023 Q4	$406K	Buy	+9,378	New	+$367K	﹤0.01%	2909
2022 Q4	–	Sell	-10,892	Closed	-$424K	–	3713
2022 Q3	$424K	Buy	10,892 +2,254	+26%	+$102K	﹤0.01%	2553
2022 Q2	$383K	Buy	+8,638	New	+$418K	﹤0.01%	2619

Other funds holding AVRE

Empowered Funds Havertown, Pennsylvania $19B AUM 51.72% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $1.05B AUM

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

Commonwealth Equity Services's AVRE Position: Q2 2026 in Review

Commonwealth Equity Services increased its Avantis Real Estate ETF (AVRE) stake by 4.2% in Q2 2026, buying an estimated $94.6K and bringing the position to 49,376 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Commonwealth Equity Services first reported a position in AVRE in Q2 2022 and has held it in 13 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

Commonwealth Equity Services held 49,376 shares of Avantis Real Estate ETF worth $2.34M as of Q2 2026.
Commonwealth Equity Services bought 2,004 Avantis Real Estate ETF shares in Q2 2026, an estimated $94.6K.
Avantis Real Estate ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1969 holding.
Commonwealth Equity Services first reported a position in Avantis Real Estate ETF in Q2 2022 and has held it in 13 quarters since.
155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.