MFG
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Magnus Financial Group’s Avantis All Equity Markets ETF AVGE Stock Holding History

Magnus Financial Group’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
Q1 		– Sell
-2,431
Closed -$209K – 381
2025
Q4 		$209K Buy
+2,431
New +$205K 0.02% 399

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Magnus Financial Group's AVGE Position: Q1 2026 in Review

Magnus Financial Group sold out of Avantis All Equity Markets ETF (AVGE) in Q1 2026, closing a stake of 2,431 shares — an estimated $209K sold.

Magnus Financial Group first reported a position in AVGE in Q4 2025 and held it in 1 quarter. The position peaked at $209K in Q4 2025. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • Magnus Financial Group reported no remaining Avantis All Equity Markets ETF position as of Q1 2026 after selling out during the quarter.
  • Magnus Financial Group sold 2,431 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $209K.
  • Magnus Financial Group first reported a position in Avantis All Equity Markets ETF in Q4 2025 and held it in 1 quarter.
  • Magnus Financial Group's Avantis All Equity Markets ETF position peaked at $209K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.