Creative Capital Management Investments’s Avantis All Equity Markets ETF AVGE Stock Holding History

Creative Capital Management Investments’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	$702K	Buy	7,083 +258	+4%	+$24.8K	0.16%	31
2026 Q1	$601K	Buy	6,825 +362	+6%	+$32.6K	0.17%	27
2025 Q4	$555K	Buy	6,463 +252	+4%	+$21.3K	0.17%	27
2025 Q3	$518K	Buy	6,211 +1,676	+37%	+$135K	0.17%	28
2025 Q2	$351K	Hold	4,535	–	–	0.13%	34
2025 Q1	$323K	Buy	4,535 +21	+0.5%	+$1.54K	0.12%	37
2024 Q4	$327K	Buy	4,514 +8	+0.2%	+$596	0.14%	37
2024 Q3	$333K	Buy	4,506 +353	+8%	+$25K	0.14%	34
2024 Q2	$288K	Buy	4,153 +108	+3%	+$7.45K	0.14%	30
2024 Q1	$282K	Buy	4,045 +21	+0.5%	+$1.39K	0.15%	32
2023 Q4	$261K	Buy	4,024 +1,360	+51%	+$82K	0.15%	31
2023 Q3	$157K	Buy	+2,664	New	+$162K	0.11%	44

Other funds holding AVGE

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Creative Capital Management Investments's AVGE Position: Q2 2026 in Review

Creative Capital Management Investments increased its Avantis All Equity Markets ETF (AVGE) stake by 3.8% in Q2 2026, buying an estimated $24.8K and bringing the position to 7,083 shares worth $702K. The position accounts for 0.16% of the portfolio, ranked #31.

Creative Capital Management Investments first reported a position in AVGE in Q3 2023 and has held it in 12 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Creative Capital Management Investments held 7,083 shares of Avantis All Equity Markets ETF worth $702K as of Q2 2026.
Creative Capital Management Investments bought 258 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $24.8K.
Avantis All Equity Markets ETF made up 0.16% of Creative Capital Management Investments's portfolio in Q2 2026, its #31 holding.
Creative Capital Management Investments first reported a position in Avantis All Equity Markets ETF in Q3 2023 and has held it in 12 quarters since.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.