Endeavor Private Wealth’s Avantis Real Estate ETF AVRE Stock Holding History

Endeavor Private Wealth’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	$666K	Buy	14,063 +1,843	+15%	+$87K	0.16%	108
2026 Q1	$538K	Sell	12,220 -163	-1%	-$7.38K	0.15%	119
2025 Q4	$539K	Buy	12,383 +1,048	+9%	+$46.2K	0.15%	114
2025 Q3	$504K	Sell	11,335 -166	-1%	-$7.37K	0.16%	113
2025 Q2	$508K	Buy	11,501 +1,748	+18%	+$75.6K	0.24%	80
2025 Q1	$419K	Buy	9,753 +649	+7%	+$27.8K	0.23%	86
2024 Q4	$382K	Buy	+9,104	New	+$407K	0.36%	41

Other funds holding AVRE

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $1.05B AUM

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

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

Endeavor Private Wealth's AVRE Position: Q2 2026 in Review

Endeavor Private Wealth increased its Avantis Real Estate ETF (AVRE) stake by 15% in Q2 2026, buying an estimated $87K and bringing the position to 14,063 shares worth $666K. The position accounts for 0.16% of the portfolio, ranked #108.

Endeavor Private Wealth first reported a position in AVRE in Q4 2024 and has held it in 7 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

Endeavor Private Wealth held 14,063 shares of Avantis Real Estate ETF worth $666K as of Q2 2026.
Endeavor Private Wealth bought 1,843 Avantis Real Estate ETF shares in Q2 2026, an estimated $87K.
Avantis Real Estate ETF made up 0.16% of Endeavor Private Wealth's portfolio in Q2 2026, its #108 holding.
Endeavor Private Wealth first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

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