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HUB Investment Partners’s Avantis All Equity Markets ETF AVGE Stock Holding History

HUB Investment Partners’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 		$1.1M Buy
11,136
+616
+6% +$59.3K 0.02% 430
2026
Q1 		$926K Buy
10,520
+426
+4% +$38.3K 0.02% 383
2025
Q4 		$867K Buy
+10,094
New +$853K 0.02% 338
2025
Q3 		– Sell
-10,459
Closed -$810K – 842
2025
Q2 		$810K Buy
10,459
+126
+1% +$9.15K 0.03% 294
2025
Q1 		$736K Buy
10,333
+364
+4% +$26.7K 0.03% 275
2024
Q4 		$721K Sell
9,969
-51
-0.5% -$3.8K 0.03% 251
2024
Q3 		$740K Sell
10,020
-107
-1% -$7.58K 0.03% 237
2024
Q2 		$702K Buy
10,127
+76
+0.8% +$5.25K 0.03% 234
2024
Q1 		$702K Buy
10,051
+749
+8% +$49.4K 0.04% 224
2023
Q4 		$602K Buy
+9,302
New +$561K 0.04% 215

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

HUB Investment Partners's AVGE Position: Q2 2026 in Review

HUB Investment Partners increased its Avantis All Equity Markets ETF (AVGE) stake by 5.9% in Q2 2026, buying an estimated $59.3K and bringing the position to 11,136 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #430.

HUB Investment Partners first reported a position in AVGE in Q4 2023 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • HUB Investment Partners held 11,136 shares of Avantis All Equity Markets ETF worth $1.1M as of Q2 2026.
  • HUB Investment Partners bought 616 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $59.3K.
  • Avantis All Equity Markets ETF made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #430 holding.
  • HUB Investment Partners first reported a position in Avantis All Equity Markets ETF in Q4 2023 and has held it in 10 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.