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Kingdom Financial Group’s Avantis Real Estate ETF AVRE Stock Holding History

Kingdom Financial Group’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
Q1 		$14.1K Buy
320
+1
+0.3% +$45 ﹤0.01% 436
2025
Q4 		$13.9K Buy
+319
New +$14.1K ﹤0.01% 387

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return

Kingdom Financial Group's AVRE Position: Q1 2026 in Review

Kingdom Financial Group increased its Avantis Real Estate ETF (AVRE) stake by 0.31% in Q1 2026, buying an estimated $45 and bringing the position to 320 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Kingdom Financial Group first reported a position in AVRE in Q4 2025 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Kingdom Financial Group held 320 shares of Avantis Real Estate ETF worth $14.1K as of Q1 2026.
  • Kingdom Financial Group bought 1 Avantis Real Estate ETF share in Q1 2026, an estimated $45.
  • Avantis Real Estate ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #436 holding.
  • Kingdom Financial Group first reported a position in Avantis Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.