Commonwealth Financial Services’s Avantis All Equity Markets ETF AVGE Stock Holding History

Commonwealth Financial Services’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
2026 Q3	$204K	Buy	+2,074	New	+$207K	0.04%	264

Other funds holding AVGE

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Commonwealth Financial Services's AVGE Position: Q3 2026 in Review

Commonwealth Financial Services opened a new position in Avantis All Equity Markets ETF (AVGE) in Q3 2026: 2,074 shares worth $204K. The stake represents 0.04% of the portfolio and ranks #264 among its holdings.

145 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

Commonwealth Financial Services held 2,074 shares of Avantis All Equity Markets ETF worth $204K as of Q3 2026.
Avantis All Equity Markets ETF was a new Commonwealth Financial Services position in Q3 2026.
Avantis All Equity Markets ETF made up 0.04% of Commonwealth Financial Services's portfolio in Q3 2026, its #264 holding.
145 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.