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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 $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
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
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. 159 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.
  • 159 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.