JFS Wealth Advisors
AVRE icon

JFS Wealth Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

JFS Wealth Advisors’s Portfolio AVRE Stock Details AVRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.06K Buy
182
+2
+1% +$95 ﹤0.01% 1058
2026
Q2 		$8.53K Buy
+180
New +$8.49K ﹤0.01% 1078

Other funds holding AVRE

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return
Allegiance Financial Group Advisory Services
Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Seaside Wealth Management
Seaside Wealth Management Carlsbad, California $408M AUM 13.85% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Physician Wealth Solutions
Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

JFS Wealth Advisors's AVRE Position: Q3 2026 in Review

JFS Wealth Advisors increased its Avantis Real Estate ETF (AVRE) stake by 1.1% in Q3 2026, buying an estimated $95 and bringing the position to 182 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

JFS Wealth Advisors first reported a position in AVRE in Q2 2026 and has held it in 2 quarters since. The position peaked at $8.53K in Q2 2026. 100 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

  • JFS Wealth Advisors held 182 shares of Avantis Real Estate ETF worth $8.06K as of Q3 2026.
  • JFS Wealth Advisors bought 2 Avantis Real Estate ETF shares in Q3 2026, an estimated $95.
  • Avantis Real Estate ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1058 holding.
  • JFS Wealth Advisors first reported a position in Avantis Real Estate ETF in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Avantis Real Estate ETF position peaked at $8.53K in Q2 2026.
  • 100 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.