Leading Edge Financial Planning’s Avantis Real Estate ETF AVRE Stock Holding History

Leading Edge Financial Planning’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	$12.5M	Buy	264,621 +38,751	+17%	+$1.83M	2.23%	11
2026 Q1	$9.94M	Buy	225,870 +31,938	+16%	+$1.45M	2.09%	11
2025 Q4	$8.44M	Buy	193,932 +42,453	+28%	+$1.87M	1.92%	13
2025 Q3	$6.74M	Buy	151,479 +25,452	+20%	+$1.13M	1.69%	14
2025 Q2	$5.57M	Buy	126,027 +21,909	+21%	+$948K	1.55%	14
2025 Q1	$4.48M	Buy	104,118 +23,782	+30%	+$1.02M	1.4%	15
2024 Q4	$3.37M	Buy	80,336 +24,281	+43%	+$1.09M	1.1%	16
2024 Q3	$2.64M	Buy	56,055 +28,584	+104%	+$1.28M	0.89%	14
2024 Q2	$1.13M	Buy	+27,471	New	+$1.12M	0.45%	23

Other funds holding AVRE

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $1.05B AUM

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

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

Leading Edge Financial Planning's AVRE Position: Q2 2026 in Review

Leading Edge Financial Planning increased its Avantis Real Estate ETF (AVRE) stake by 17% in Q2 2026, buying an estimated $1.83M and bringing the position to 264,621 shares worth $12.5M. The position accounts for 2.23% of the portfolio, ranked #11.

Leading Edge Financial Planning 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.

Leading Edge Financial Planning held 264,621 shares of Avantis Real Estate ETF worth $12.5M as of Q2 2026.
Leading Edge Financial Planning bought 38,751 Avantis Real Estate ETF shares in Q2 2026, an estimated $1.83M.
Avantis Real Estate ETF made up 2.23% of Leading Edge Financial Planning's portfolio in Q2 2026, its #11 holding.
Leading Edge Financial Planning 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 Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.