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 Q2	$11.3K	Buy	114 +4	+4%	+$385	0.01%	118
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 $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

Elevate Wealth Advisory's AVGE Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Avantis All Equity Markets ETF (AVGE) stake by 3.6% in Q2 2026, buying an estimated $385 and bringing the position to 114 shares worth $11.3K. 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 6 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Elevate Wealth Advisory held 114 shares of Avantis All Equity Markets ETF worth $11.3K as of Q2 2026.
Elevate Wealth Advisory bought 4 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $385.
Avantis All Equity Markets ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q2 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 6 quarters since.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.