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Lloyd Advisory Services’s Avantis Real Estate ETF AVRE Stock Holding History

Lloyd Advisory Services’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 Sell
320
-1,771
-85% -$80.1K ﹤0.01% 436
2025
Q4 		$91K Buy
+2,091
New +$92.1K 0.04% 190

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

Lloyd Advisory Services's AVRE Position: Q1 2026 in Review

Lloyd Advisory Services reduced its Avantis Real Estate ETF (AVRE) stake by 85% in Q1 2026, selling an estimated $80.1K and leaving 320 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Lloyd Advisory Services first reported a position in AVRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $91K in Q4 2025. 147 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Lloyd Advisory Services held 320 shares of Avantis Real Estate ETF worth $14.1K as of Q1 2026.
  • Lloyd Advisory Services sold 1,771 Avantis Real Estate ETF shares in Q1 2026, an estimated $80.1K.
  • Avantis Real Estate ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #436 holding.
  • Lloyd Advisory Services first reported a position in Avantis Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • Lloyd Advisory Services's Avantis Real Estate ETF position peaked at $91K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.