FMB Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

FMB Wealth Management’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	$380K	Buy	8,010 +429	+6%	+$20.2K	0.14%	58
2026 Q1	$334K	Buy	7,581 +379	+5%	+$17.2K	0.14%	58
2025 Q4	$314K	Buy	7,202 +1,402	+24%	+$61.8K	0.12%	65
2025 Q3	$258K	Hold	5,800	–	–	0.11%	69
2025 Q2	$256K	Buy	5,800 +533	+10%	+$23.1K	0.12%	66
2025 Q1	$227K	Buy	+5,267	New	+$226K	0.13%	69
2024 Q4	–	Sell	-4,935	Closed	-$233K	–	68
2024 Q3	$233K	Hold	4,935	–	–	0.13%	64
2024 Q2	$203K	Buy	+4,935	New	+$201K	0.15%	68

Other funds holding AVRE

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

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

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

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

SWA

ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 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

FMB Wealth Management's AVRE Position: Q2 2026 in Review

FMB Wealth Management increased its Avantis Real Estate ETF (AVRE) stake by 5.7% in Q2 2026, buying an estimated $20.2K and bringing the position to 8,010 shares worth $380K. The position accounts for 0.14% of the portfolio, ranked #58.

FMB Wealth Management first reported a position in AVRE in Q2 2024 and has held it in 8 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

FMB Wealth Management held 8,010 shares of Avantis Real Estate ETF worth $380K as of Q2 2026.
FMB Wealth Management bought 429 Avantis Real Estate ETF shares in Q2 2026, an estimated $20.2K.
Avantis Real Estate ETF made up 0.14% of FMB Wealth Management's portfolio in Q2 2026, its #58 holding.
FMB Wealth Management first reported a position in Avantis Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.