Creative Planning
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Creative Planning’s Avantis Real Estate ETF AVRE Stock Holding History

Creative Planning’s Portfolio AVRE Stock Details AVRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.33M Buy
28,080
+451
+2% +$21.3K ﹤0.01% 2413
2026
Q1 		$1.22M Buy
27,629
+234
+0.9% +$10.6K ﹤0.01% 2300
2025
Q4 		$1.19M Sell
27,395
-96
-0.3% -$4.23K ﹤0.01% 2150
2025
Q3 		$1.22M Buy
27,491
+218
+0.8% +$9.68K ﹤0.01% 1932
2025
Q2 		$1.2M Buy
27,273
+48
+0.2% +$2.08K ﹤0.01% 1709
2025
Q1 		$1.17M Sell
27,225
-1,044
-4% -$44.7K ﹤0.01% 1593
2024
Q4 		$1.19M Buy
28,269
+444
+2% +$19.9K ﹤0.01% 1512
2024
Q3 		$1.31M Buy
27,825
+2,136
+8% +$95.9K ﹤0.01% 1321
2024
Q2 		$1.06M Buy
25,689
+428
+2% +$17.5K ﹤0.01% 1365
2024
Q1 		$1.07M Buy
25,261
+1,447
+6% +$60.4K ﹤0.01% 1294
2023
Q4 		$1.03M Buy
23,814
+625
+3% +$24.5K ﹤0.01% 1213
2023
Q3 		$871K Sell
23,189
-36
-0.2% -$1.46K ﹤0.01% 1232
2023
Q2 		$951K Sell
23,225
-3,176
-12% -$130K ﹤0.01% 1154
2023
Q1 		$1.09M Buy
+26,401
New +$1.12M ﹤0.01% 1034

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

Creative Planning's AVRE Position: Q2 2026 in Review

Creative Planning increased its Avantis Real Estate ETF (AVRE) stake by 1.6% in Q2 2026, buying an estimated $21.3K and bringing the position to 28,080 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

Creative Planning first reported a position in AVRE in Q1 2023 and has held it in 14 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Creative Planning held 28,080 shares of Avantis Real Estate ETF worth $1.33M as of Q2 2026.
  • Creative Planning bought 451 Avantis Real Estate ETF shares in Q2 2026, an estimated $21.3K.
  • Avantis Real Estate ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2413 holding.
  • Creative Planning first reported a position in Avantis Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

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