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Legacy Wealth Management (Idaho)’s Avantis Real Estate ETF AVRE Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-122
Closed -$5.37K – 252
2026
Q1 		$5.37K Buy
+122
New +$5.52K ﹤0.01% 606

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

Legacy Wealth Management (Idaho)'s AVRE Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Avantis Real Estate ETF (AVRE) in Q2 2026, closing a stake of 122 shares — an estimated $5.37K sold.

Legacy Wealth Management (Idaho) first reported a position in AVRE in Q1 2026 and held it in 1 quarter. The position peaked at $5.37K in Q1 2026. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Avantis Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 122 Avantis Real Estate ETF shares in Q2 2026, an estimated $5.37K.
  • Legacy Wealth Management (Idaho) first reported a position in Avantis Real Estate ETF in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Avantis Real Estate ETF position peaked at $5.37K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.