Cresset Asset Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Cresset Asset Management’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	$5.12M	Buy	51,619 +30,780	+148%	+$2.96M	0.02%	410
2026 Q1	$1.83M	Buy	20,839 +6,838	+49%	+$615K	0.01%	583
2025 Q4	$1.2M	Buy	14,001 +395	+3%	+$33.4K	0.01%	729
2025 Q3	$1.13M	Buy	13,606 +452	+3%	+$36.4K	﹤0.01%	702
2025 Q2	$1.02M	Buy	13,154 +3,135	+31%	+$228K	0.01%	683
2025 Q1	$713K	Buy	10,019 +1,365	+16%	+$100K	﹤0.01%	909
2024 Q4	$626K	Buy	8,654 +2,762	+47%	+$206K	﹤0.01%	987
2024 Q3	$435K	Buy	5,892 +349	+6%	+$24.7K	﹤0.01%	1607
2024 Q2	$384K	Buy	+5,543	New	+$383K	﹤0.01%	1581

Other funds holding AVGE

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cresset Asset Management's AVGE Position: Q2 2026 in Review

Cresset Asset Management increased its Avantis All Equity Markets ETF (AVGE) stake by 148% in Q2 2026, buying an estimated $2.96M and bringing the position to 51,619 shares worth $5.12M. The position accounts for 0.02% of the portfolio, ranked #410.

Cresset Asset Management first reported a position in AVGE in Q2 2024 and has held it in 9 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Cresset Asset Management held 51,619 shares of Avantis All Equity Markets ETF worth $5.12M as of Q2 2026.
Cresset Asset Management bought 30,780 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $2.96M.
Avantis All Equity Markets ETF made up 0.02% of Cresset Asset Management's portfolio in Q2 2026, its #410 holding.
Cresset Asset Management first reported a position in Avantis All Equity Markets ETF in Q2 2024 and has held it in 9 quarters since.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.