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

Elevate Wealth Advisory’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
Q1 		$9.68K Buy
110
+1
+0.9% +$90 0.01% 118
2025
Q4 		$9.36K Buy
109
+82
+304% +$6.93K 0.01% 113
2025
Q3 		$2.25K Buy
27
+1
+4% +$81 ﹤0.01% 119
2025
Q2 		$2.01K Sell
26
-1
-4% -$73 ﹤0.01% 132
2025
Q1 		$1.92K Buy
+27
New +$1.98K ﹤0.01% 129

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 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 $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Elevate Wealth Advisory's AVGE Position: Q1 2026 in Review

Elevate Wealth Advisory increased its Avantis All Equity Markets ETF (AVGE) stake by 0.92% in Q1 2026, buying an estimated $90 and bringing the position to 110 shares worth $9.68K. The position accounts for 0.01% of the portfolio, ranked #118.

Elevate Wealth Advisory first reported a position in AVGE in Q1 2025 and has held it in 5 quarters since. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • Elevate Wealth Advisory held 110 shares of Avantis All Equity Markets ETF worth $9.68K as of Q1 2026.
  • Elevate Wealth Advisory bought 1 Avantis All Equity Markets ETF share in Q1 2026, an estimated $90.
  • Avantis All Equity Markets ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q1 2026, its #118 holding.
  • Elevate Wealth Advisory first reported a position in Avantis All Equity Markets ETF in Q1 2025 and has held it in 5 quarters since.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.