Kestra Advisory Services’s Avantis All Equity Markets ETF AVGE Stock Holding History

Kestra Advisory Services’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	$726K	Buy	7,331 +1,506	+26%	+$145K	﹤0.01%	2048
2026 Q1	$513K	Buy	5,825 +1,057	+22%	+$95.1K	﹤0.01%	2199
2025 Q4	$410K	Buy	4,768 +78	+2%	+$6.59K	﹤0.01%	2298
2025 Q3	$391K	Sell	4,690 -1,543	-25%	-$124K	﹤0.01%	2236
2025 Q2	$483K	Buy	+6,233	New	+$453K	﹤0.01%	1986
2025 Q1	–	Sell	-3,757	Closed	-$272K	–	2765
2024 Q4	$272K	Buy	+3,757	New	+$280K	﹤0.01%	2302
2024 Q3	–	Sell	-3,111	Closed	-$216K	–	2566
2024 Q2	$216K	Buy	+3,111	New	+$215K	﹤0.01%	2358

Other funds holding AVGE

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kestra Advisory Services's AVGE Position: Q2 2026 in Review

Kestra Advisory Services increased its Avantis All Equity Markets ETF (AVGE) stake by 26% in Q2 2026, buying an estimated $145K and bringing the position to 7,331 shares worth $726K. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

Kestra Advisory Services first reported a position in AVGE in Q2 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Kestra Advisory Services held 7,331 shares of Avantis All Equity Markets ETF worth $726K as of Q2 2026.
Kestra Advisory Services bought 1,506 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $145K.
Avantis All Equity Markets ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2048 holding.
Kestra Advisory Services first reported a position in Avantis All Equity Markets ETF in Q2 2024 and has held it in 7 quarters since.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.