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North Ridge Wealth Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

North Ridge Wealth Advisors’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
-70
Closed -$6.01K – 194
2025
Q4 		$6.01K Hold
70
– – ﹤0.01% 134
2025
Q3 		$5.84K Hold
70
– – ﹤0.01% 144
2025
Q2 		$5.42K Hold
70
– – ﹤0.01% 133
2025
Q1 		$4.98K Hold
70
– – ﹤0.01% 124
2024
Q4 		$5.07K Buy
+70
New +$5.21K ﹤0.01% 125

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 $1.8B AUM 22.29% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 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 $445B AUM 25.58% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

North Ridge Wealth Advisors's AVGE Position: Q1 2026 in Review

North Ridge Wealth Advisors sold out of Avantis All Equity Markets ETF (AVGE) in Q1 2026, closing a stake of 70 shares — an estimated $6.01K sold.

North Ridge Wealth Advisors first reported a position in AVGE in Q4 2024 and held it in 5 quarters. The position peaked at $6.01K in Q4 2025. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • North Ridge Wealth Advisors reported no remaining Avantis All Equity Markets ETF position as of Q1 2026 after selling out during the quarter.
  • North Ridge Wealth Advisors sold 70 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $6.01K.
  • North Ridge Wealth Advisors first reported a position in Avantis All Equity Markets ETF in Q4 2024 and held it in 5 quarters.
  • North Ridge Wealth Advisors's Avantis All Equity Markets ETF position peaked at $6.01K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.