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Merit Financial Group’s Avantis Real Estate ETF AVRE Stock Holding History

Merit Financial Group’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 		$212K Sell
4,479
-1,197
-21% -$56.5K ﹤0.01% 2074
2026
Q1 		$250K Buy
+5,676
New +$257K ﹤0.01% 1770

Other funds holding AVRE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Merit Financial Group's AVRE Position: Q2 2026 in Review

Merit Financial Group reduced its Avantis Real Estate ETF (AVRE) stake by 21% in Q2 2026, selling an estimated $56.5K and leaving 4,479 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Merit Financial Group first reported a position in AVRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $250K in Q1 2026. 29 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Merit Financial Group held 4,479 shares of Avantis Real Estate ETF worth $212K as of Q2 2026.
  • Merit Financial Group sold 1,197 Avantis Real Estate ETF shares in Q2 2026, an estimated $56.5K.
  • Avantis Real Estate ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2074 holding.
  • Merit Financial Group first reported a position in Avantis Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • Merit Financial Group's Avantis Real Estate ETF position peaked at $250K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.