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
Q2 		$942K Sell
9,505
-34
-0.4% -$3.27K ﹤0.01% 2688
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 $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

Creative Planning's AVGE Position: Q2 2026 in Review

Creative Planning reduced its Avantis All Equity Markets ETF (AVGE) stake by 0.36% in Q2 2026, selling an estimated $3.27K and leaving 9,505 shares worth $942K. The position accounts for ﹤0.01% of the portfolio, ranked #2688.

Creative Planning first reported a position in AVGE in Q2 2023 and has held it in 13 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Creative Planning held 9,505 shares of Avantis All Equity Markets ETF worth $942K as of Q2 2026.
  • Creative Planning sold 34 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $3.27K.
  • Avantis All Equity Markets ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2688 holding.
  • Creative Planning first reported a position in Avantis All Equity Markets ETF in Q2 2023 and has held it in 13 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.