Focus Partners Advisor Solutions’s Avantis All Equity Markets ETF AVGE Stock Holding History

Focus Partners Advisor Solutions’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	$1.75M	Buy	17,700 +772	+5%	+$74.3K	0.01%	396
2026 Q1	$1.49M	Sell	16,928 -11,048	-39%	-$994K	0.02%	438
2025 Q4	$2.4M	Buy	27,976 +21,464	+330%	+$1.81M	0.03%	269
2025 Q3	$544K	Sell	6,512 -2,070	-24%	-$167K	0.01%	712
2025 Q2	$665K	Buy	8,582 +974	+13%	+$70.7K	0.01%	581
2025 Q1	$542K	Buy	7,608 +848	+13%	+$62.3K	0.01%	566
2024 Q4	$489K	Buy	6,760 +386	+6%	+$28.7K	0.01%	479
2024 Q3	$471K	Buy	6,374 +237	+4%	+$16.8K	0.01%	466
2024 Q2	$425K	Sell	6,137 -1,806	-23%	-$125K	0.01%	411
2024 Q1	$555K	Buy	+7,943	New	+$524K	0.02%	338

Other funds holding AVGE

MWP

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 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 $381M AUM 37.69% 1-Year Est. Return

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

Focus Partners Advisor Solutions's AVGE Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Avantis All Equity Markets ETF (AVGE) stake by 4.6% in Q2 2026, buying an estimated $74.3K and bringing the position to 17,700 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #396.

Focus Partners Advisor Solutions first reported a position in AVGE in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.4M in Q4 2025. 160 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Focus Partners Advisor Solutions held 17,700 shares of Avantis All Equity Markets ETF worth $1.75M as of Q2 2026.
Focus Partners Advisor Solutions bought 772 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $74.3K.
Avantis All Equity Markets ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #396 holding.
Focus Partners Advisor Solutions first reported a position in Avantis All Equity Markets ETF in Q1 2024 and has held it in 10 quarters since.
Focus Partners Advisor Solutions's Avantis All Equity Markets ETF position peaked at $2.4M in Q4 2025.
160 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.