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AVGE icon

CreativeOne Wealth’s Avantis All Equity Markets ETF AVGE Stock Holding History

CreativeOne Wealth’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 		$3.55M Buy
35,784
+1,125
+3% +$108K 0.08% 252
2026
Q1 		$3.05M Buy
+34,659
New +$3.12M 0.07% 261

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

CreativeOne Wealth's AVGE Position: Q2 2026 in Review

CreativeOne Wealth increased its Avantis All Equity Markets ETF (AVGE) stake by 3.2% in Q2 2026, buying an estimated $108K and bringing the position to 35,784 shares worth $3.55M. The position accounts for 0.08% of the portfolio, ranked #252.

CreativeOne Wealth first reported a position in AVGE in Q1 2026 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • CreativeOne Wealth held 35,784 shares of Avantis All Equity Markets ETF worth $3.55M as of Q2 2026.
  • CreativeOne Wealth bought 1,125 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $108K.
  • Avantis All Equity Markets ETF made up 0.08% of CreativeOne Wealth's portfolio in Q2 2026, its #252 holding.
  • CreativeOne Wealth first reported a position in Avantis All Equity Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.