HIP
AVGE icon

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
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 $369M AUM 23.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return