Merit Financial Group
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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
Q3 		– Sell
-4,479
Closed -$212K – 2432
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

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ShankerValleau Wealth Advisors
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Allegiance Financial Group Advisory Services
Allegiance Financial Group Advisory Services Vienna, Virginia $617M AUM 19.17% 1-Year Est. Return
BetterWealth
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
Prairiewood Capital
Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return
Seaside Wealth Management
Seaside Wealth Management Carlsbad, California $408M AUM 13.85% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Physician Wealth Solutions
Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

Merit Financial Group's AVRE Position: Q3 2026 in Review

Merit Financial Group sold out of Avantis Real Estate ETF (AVRE) in Q3 2026, closing a stake of 4,479 shares — an estimated $212K sold.

Merit Financial Group first reported a position in AVRE in Q1 2026 and held it in 2 quarters. The position peaked at $250K in Q1 2026. 100 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

  • Merit Financial Group reported no remaining Avantis Real Estate ETF position as of Q3 2026 after selling out during the quarter.
  • Merit Financial Group sold 4,479 Avantis Real Estate ETF shares in Q3 2026, an estimated $212K.
  • Merit Financial Group first reported a position in Avantis Real Estate ETF in Q1 2026 and held it in 2 quarters.
  • Merit Financial Group's Avantis Real Estate ETF position peaked at $250K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.