Financial Engines Advisors
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Financial Engines Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Financial Engines Advisors’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 		$689K Buy
14,543
+46
+0.3% +$2.17K ﹤0.01% 358
2026
Q1 		$638K Hold
14,497
– – ﹤0.01% 358
2025
Q4 		$631K Sell
14,497
-1,590
-10% -$70.1K ﹤0.01% 365
2025
Q3 		$716K Sell
16,087
-29
-0.2% -$1.29K ﹤0.01% 349
2025
Q2 		$712K Buy
16,116
+2,989
+23% +$129K ﹤0.01% 342
2025
Q1 		$565K Buy
13,127
+82
+0.6% +$3.51K ﹤0.01% 316
2024
Q4 		$547K Buy
13,045
+417
+3% +$18.6K ﹤0.01% 318
2024
Q3 		$595K Sell
12,628
-1,147
-8% -$51.5K ﹤0.01% 265
2024
Q2 		$568K Sell
13,775
-2,827
-17% -$115K ﹤0.01% 253
2024
Q1 		$702K Buy
+16,602
New +$693K ﹤0.01% 220

Other funds holding AVRE

EF
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
LPL Financial
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

Financial Engines Advisors's AVRE Position: Q2 2026 in Review

Financial Engines Advisors increased its Avantis Real Estate ETF (AVRE) stake by 0.32% in Q2 2026, buying an estimated $2.17K and bringing the position to 14,543 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Financial Engines Advisors first reported a position in AVRE in Q1 2024 and has held it in 10 quarters since. The position peaked at $716K in Q3 2025. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Financial Engines Advisors held 14,543 shares of Avantis Real Estate ETF worth $689K as of Q2 2026.
  • Financial Engines Advisors bought 46 Avantis Real Estate ETF shares in Q2 2026, an estimated $2.17K.
  • Avantis Real Estate ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #358 holding.
  • Financial Engines Advisors first reported a position in Avantis Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
  • Financial Engines Advisors's Avantis Real Estate ETF position peaked at $716K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.