N.E.W. Advisory Services’s Avantis Real Estate ETF AVRE Stock Holding History

N.E.W. Advisory Services’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	$1.09K	Hold	23	–	–	﹤0.01%	915
2026 Q1	$1.01K	Hold	23	–	–	﹤0.01%	876
2025 Q4	$1K	Hold	23	–	–	﹤0.01%	853
2025 Q3	$1.02K	Hold	23	–	–	﹤0.01%	795
2025 Q2	$1.02K	Sell	23 -6	-21%	-$260	﹤0.01%	798
2025 Q1	$1.25K	Buy	+29	New	+$1.24K	﹤0.01%	841

Other funds holding AVRE

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

AFGAS

Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

SWM

Seaside Wealth Management Carlsbad, California $405M AUM 21.43% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

N.E.W. Advisory Services's AVRE Position: Q2 2026 in Review

N.E.W. Advisory Services held its Avantis Real Estate ETF (AVRE) position steady in Q2 2026 at 23 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

N.E.W. Advisory Services first reported a position in AVRE in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.25K in Q1 2025. 111 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

N.E.W. Advisory Services held 23 shares of Avantis Real Estate ETF worth $1.09K as of Q2 2026.
N.E.W. Advisory Services left its Avantis Real Estate ETF share count unchanged in Q2 2026.
Avantis Real Estate ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #915 holding.
N.E.W. Advisory Services first reported a position in Avantis Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Avantis Real Estate ETF position peaked at $1.25K in Q1 2025.
111 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.