Jones Financial Companies
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Jones Financial Companies’s Avantis Real Estate ETF AVRE Stock Holding History

Jones Financial Companies’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 		$142K Buy
2,941
+1,212
+70% +$57.2K ﹤0.01% 2710
2026
Q1 		$74.6K Sell
1,729
-143
-8% -$6.47K ﹤0.01% 2788
2025
Q4 		$81.5K Buy
1,872
+29
+2% +$1.28K ﹤0.01% 2294
2025
Q3 		$81.5K Buy
1,843
+33
+2% +$1.47K ﹤0.01% 2160
2025
Q2 		$79.4K Buy
1,810
+1,151
+175% +$49.8K ﹤0.01% 2032
2025
Q1 		$28.2K Sell
659
-22
-3% -$943 ﹤0.01% 2297
2024
Q4 		$28.5K Buy
681
+49
+8% +$2.19K ﹤0.01% 2101
2024
Q3 		$29.7K Buy
632
+102
+19% +$4.58K ﹤0.01% 1821
2024
Q2 		$21.8K Buy
+530
New +$21.6K ﹤0.01% 1511

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

Jones Financial Companies's AVRE Position: Q2 2026 in Review

Jones Financial Companies increased its Avantis Real Estate ETF (AVRE) stake by 70% in Q2 2026, buying an estimated $57.2K and bringing the position to 2,941 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #2710.

Jones Financial Companies first reported a position in AVRE in Q2 2024 and has held it in 9 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Jones Financial Companies held 2,941 shares of Avantis Real Estate ETF worth $142K as of Q2 2026.
  • Jones Financial Companies bought 1,212 Avantis Real Estate ETF shares in Q2 2026, an estimated $57.2K.
  • Avantis Real Estate ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2710 holding.
  • Jones Financial Companies first reported a position in Avantis Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.