JWA
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
Q2 		$8.53K Buy
+180
New +$8.49K ﹤0.01% 1078

Other funds holding AVRE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $360M AUM 17.88% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

JFS Wealth Advisors's AVRE Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Avantis Real Estate ETF (AVRE) in Q2 2026: 180 shares worth $8.53K. The stake represents ﹤0.01% of the portfolio and ranks #1078 among its holdings.

69 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • JFS Wealth Advisors held 180 shares of Avantis Real Estate ETF worth $8.53K as of Q2 2026.
  • Avantis Real Estate ETF was a new JFS Wealth Advisors position in Q2 2026.
  • Avantis Real Estate ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1078 holding.
  • 69 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.