LRI Investments’s Avantis All Equity Markets ETF AVGE Stock Holding History

LRI Investments’s Portfolio AVGE Stock Details AVGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$144K	Buy	1,451 +7	+0.5%	+$674	0.01%	389
2026 Q1	$127K	Buy	1,444 +3	+0.2%	+$270	0.01%	373
2025 Q4	$124K	Buy	1,441 +12	+0.8%	+$1.01K	0.01%	378
2025 Q3	$119K	Hold	1,429	–	–	0.01%	385
2025 Q2	$111K	Hold	1,429	–	–	0.01%	415
2025 Q1	$102K	Hold	1,429	–	–	0.01%	416
2024 Q4	$103K	Buy	1,429 +186	+15%	+$13.8K	0.01%	414
2024 Q3	$92.9K	Buy	+1,243	New	+$88.1K	0.01%	416

Other funds holding AVGE

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LRI Investments's AVGE Position: Q2 2026 in Review

LRI Investments increased its Avantis All Equity Markets ETF (AVGE) stake by 0.48% in Q2 2026, buying an estimated $674 and bringing the position to 1,451 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #389.

LRI Investments first reported a position in AVGE in Q3 2024 and has held it in 8 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

LRI Investments held 1,451 shares of Avantis All Equity Markets ETF worth $144K as of Q2 2026.
LRI Investments bought 7 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $674.
Avantis All Equity Markets ETF made up 0.01% of LRI Investments's portfolio in Q2 2026, its #389 holding.
LRI Investments first reported a position in Avantis All Equity Markets ETF in Q3 2024 and has held it in 8 quarters since.
159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.