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Integrity Wealth Solutions’s Avantis All Equity Markets ETF AVGE Stock Holding History

Integrity Wealth 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 		$2.05M Buy
20,692
+3,347
+19% +$322K 0.76% 42
2026
Q1 		$1.53M Buy
17,345
+2,070
+14% +$186K 0.6% 47
2025
Q4 		$1.31M Buy
15,275
+5,358
+54% +$453K 0.52% 51
2025
Q3 		$827K Buy
9,917
+326
+3% +$26.2K 0.37% 56
2025
Q2 		$743K Sell
9,591
-137
-1% -$9.95K 0.36% 57
2025
Q1 		$693K Buy
9,728
+2,806
+41% +$206K 0.38% 56
2024
Q4 		$501K Sell
6,922
-245
-3% -$18.2K 0.28% 64
2024
Q3 		$529K Buy
7,167
+897
+14% +$63.6K 0.31% 59
2024
Q2 		$435K Buy
6,270
+384
+7% +$26.5K 0.28% 62
2024
Q1 		$411K Buy
5,886
+1,031
+21% +$68K 0.27% 65
2023
Q4 		$314K Buy
+4,855
New +$293K 0.22% 74

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

Integrity Wealth Solutions's AVGE Position: Q2 2026 in Review

Integrity Wealth Solutions increased its Avantis All Equity Markets ETF (AVGE) stake by 19% in Q2 2026, buying an estimated $322K and bringing the position to 20,692 shares worth $2.05M. The position accounts for 0.76% of the portfolio, ranked #42.

Integrity Wealth Solutions first reported a position in AVGE in Q4 2023 and has held it in 11 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Integrity Wealth Solutions held 20,692 shares of Avantis All Equity Markets ETF worth $2.05M as of Q2 2026.
  • Integrity Wealth Solutions bought 3,347 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $322K.
  • Avantis All Equity Markets ETF made up 0.76% of Integrity Wealth Solutions's portfolio in Q2 2026, its #42 holding.
  • Integrity Wealth Solutions first reported a position in Avantis All Equity Markets ETF in Q4 2023 and has held it in 11 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.