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

Larson 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
Q2 		$156 Hold
3
– – ﹤0.01% 3622
2026
Q1 		$143 Sell
3
-42
-93% -$1.9K ﹤0.01% 3488
2025
Q4 		$1.97K Sell
45
-4
-8% -$176 ﹤0.01% 2784
2025
Q3 		$2.17K Hold
49
– – ﹤0.01% 2671
2025
Q2 		$2.15K Sell
49
-11,356
-100% -$491K ﹤0.01% 2381
2025
Q1 		$491K Sell
11,405
-913
-7% -$39.1K 0.02% 413
2024
Q4 		$516K Sell
12,318
-283
-2% -$12.7K 0.03% 349
2024
Q3 		$594K Sell
12,601
-234
-2% -$10.5K 0.03% 298
2024
Q2 		$529K Sell
12,835
-2,690
-17% -$110K 0.04% 265
2024
Q1 		$656K Sell
15,525
-119,474
-88% -$4.99M 0.05% 201
2023
Q4 		$5.85M Sell
134,999
-4,668
-3% -$183K 0.51% 41
2023
Q3 		$5.25M Sell
139,667
-7,423
-5% -$301K 0.52% 42
2023
Q2 		$6.02M Sell
147,090
-1,073
-0.7% -$44K 0.6% 38
2023
Q1 		$6.14M Buy
148,163
+743
+0.5% +$31.6K 0.67% 33
2022
Q4 		$6.06M Buy
+147,420
New +$5.98M 0.73% 32

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

Larson Financial Group's AVRE Position: Q2 2026 in Review

Larson Financial Group held its Avantis Real Estate ETF (AVRE) position steady in Q2 2026 at 3 shares worth $156. The position accounts for ﹤0.01% of the portfolio, ranked #3622.

Larson Financial Group first reported a position in AVRE in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.14M in Q1 2023. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Larson Financial Group held 3 shares of Avantis Real Estate ETF worth $156 as of Q2 2026.
  • Larson Financial Group left its Avantis Real Estate ETF share count unchanged in Q2 2026.
  • Avantis Real Estate ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3622 holding.
  • Larson Financial Group first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Larson Financial Group's Avantis Real Estate ETF position peaked at $6.14M in Q1 2023.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

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