Creative Planning
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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
2025
Q2 		$638K Buy
2025
Q1 		$582K Hold
2024
Q4 		$592K Buy
2024
Q3 		$581K Sell
2024
Q2 		$577K Buy
2024
Q1 		$546K Hold
2023
Q4 		$506K Buy
2023
Q3 		$456K Hold
2023
Q2 		$465K Buy