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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
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

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

Continuum Advisory's AVGE Position: Q2 2025 in Review

Continuum Advisory sold out of Avantis All Equity Markets ETF (AVGE) in Q2 2025, closing a stake of 206 shares — an estimated $14.7K sold.

Continuum Advisory first reported a position in AVGE in Q1 2024 and held it in 5 quarters. The position peaked at $14.7K in Q1 2025. 103 funds tracked by Wall St. Rank hold AVGE as of Q2 2025.

  • Continuum Advisory reported no remaining Avantis All Equity Markets ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 206 Avantis All Equity Markets ETF shares in Q2 2025, an estimated $14.7K.
  • Continuum Advisory first reported a position in Avantis All Equity Markets ETF in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Avantis All Equity Markets ETF position peaked at $14.7K in Q1 2025.
  • 103 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.