Mosley Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Mosley Wealth Management’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	$130K	Buy	+1,311	New	+$126K	0.04%	178

Other funds holding AVGE

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

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

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

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

Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return

Pacific Asset Management Gig Harbor, Washington $204M AUM 21.57% 1-Year Est. Return

Intelligent Financial Strategies Excelsior, Minnesota $208M AUM 14.68% 1-Year Est. Return

FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return

Mosley Wealth Management's AVGE Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in Avantis All Equity Markets ETF (AVGE) in Q2 2026: 1,311 shares worth $130K. The stake represents 0.04% of the portfolio and ranks #178 among its holdings.

110 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

Mosley Wealth Management held 1,311 shares of Avantis All Equity Markets ETF worth $130K as of Q2 2026.
Avantis All Equity Markets ETF was a new Mosley Wealth Management position in Q2 2026.
Avantis All Equity Markets ETF made up 0.04% of Mosley Wealth Management's portfolio in Q2 2026, its #178 holding.
110 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.