IAA
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Independent Advisor Alliance’s Avantis All Equity Markets ETF AVGE Stock Holding History

Independent Advisor Alliance’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 		– Sell
-8,946
Closed -$787K – 1071
2026
Q1 		$787K Buy
+8,946
New +$805K 0.01% 946

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

Independent Advisor Alliance's AVGE Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Avantis All Equity Markets ETF (AVGE) in Q2 2026, closing a stake of 8,946 shares — an estimated $787K sold.

Independent Advisor Alliance first reported a position in AVGE in Q1 2026 and held it in 1 quarter. The position peaked at $787K in Q1 2026. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Avantis All Equity Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,946 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $787K.
  • Independent Advisor Alliance first reported a position in Avantis All Equity Markets ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's Avantis All Equity Markets ETF position peaked at $787K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.