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Continuum Advisory’s Avantis All Equity Markets ETF AVGE Stock Holding History

Continuum Advisory’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
Q2 		$41.7K Buy
+421
New +$40.5K ﹤0.01% 838
2025
Q2 		– Sell
-206
Closed -$14.7K – 501
2025
Q1 		$14.7K Buy
206
+43
+26% +$3.16K ﹤0.01% 914
2024
Q4 		$11.8K Buy
163
+9
+6% +$670 ﹤0.01% 952
2024
Q3 		$11.5K Buy
154
+44
+40% +$3.12K ﹤0.01% 956
2024
Q2 		$7.63K Buy
110
+20
+22% +$1.38K ﹤0.01% 1010
2024
Q1 		$6.25K Buy
+90
New +$5.94K ﹤0.01% 1035

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Continuum Advisory's AVGE Position: Q2 2026 in Review

Continuum Advisory opened a new position in Avantis All Equity Markets ETF (AVGE) in Q2 2026: 421 shares worth $41.7K. The stake represents ﹤0.01% of the portfolio and ranks #838 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in AVGE as recently as Q1 2025.

Continuum Advisory first reported a position in AVGE in Q1 2024 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Continuum Advisory held 421 shares of Avantis All Equity Markets ETF worth $41.7K as of Q2 2026.
  • Avantis All Equity Markets ETF was a new Continuum Advisory position in Q2 2026.
  • Avantis All Equity Markets ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #838 holding.
  • Continuum Advisory first reported a position in Avantis All Equity Markets ETF in Q1 2024 and has held it in 6 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.