Creative Planning
AVGE icon

Creative Planning’s Avantis All Equity Markets ETF AVGE Stock Holding History

Creative Planning’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
Q1 		$840K Buy
9,539
+13
+0.1% +$1.17K ﹤0.01% 2602
2025
Q4 		$818K Buy
9,526
+294
+3% +$24.8K ﹤0.01% 2450
2025
Q3 		$770K Buy
9,232
+993
+12% +$79.9K ﹤0.01% 2364
2025
Q2 		$638K Buy
8,239
+60
+0.7% +$4.36K ﹤0.01% 2251
2025
Q1 		$582K Hold
8,179
– – ﹤0.01% 2147
2024
Q4 		$592K Buy
8,179
+308
+4% +$22.9K ﹤0.01% 2071
2024
Q3 		$581K Sell
7,871
-456
-5% -$32.3K ﹤0.01% 1964
2024
Q2 		$577K Buy
8,327
+513
+7% +$35.4K ﹤0.01% 1832
2024
Q1 		$546K Hold
7,814
– – ﹤0.01% 1800
2023
Q4 		$506K Buy
7,814
+63
+0.8% +$3.8K ﹤0.01% 1706
2023
Q3 		$456K Hold
7,751
– – ﹤0.01% 1625
2023
Q2 		$465K Buy
+7,751
New +$450K ﹤0.01% 1594

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return