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Nova R Wealth’s Avantis All Equity Markets ETF AVGE Stock Holding History

Nova R Wealth’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 		$9.49M Sell
95,762
-1,915
-2% -$184K 2.77% 10
2026
Q1 		$8.6M Sell
97,677
-2,222
-2% -$200K 2.74% 11
2025
Q4 		$8.58M Sell
99,899
-2,174
-2% -$184K 3.13% 10
2025
Q3 		$8.51M Sell
102,073
-1,521
-1% -$122K 3.61% 10
2025
Q2 		$8.03M Sell
103,594
-1,548
-1% -$112K 3.73% 9
2025
Q1 		$7.49M Sell
105,142
-3,084
-3% -$227K 3.71% 10
2024
Q4 		$7.83M Sell
108,226
-627
-0.6% -$46.7K 3.95% 9
2024
Q3 		$8.04M Sell
108,853
-1,324
-1% -$93.8K 3.96% 8
2024
Q2 		$7.64M Buy
110,177
+7,792
+8% +$538K 3.94% 8
2024
Q1 		$7.15M Buy
+102,385
New +$6.76M 3.73% 8

Other funds holding AVGE

FF
Frankly Finances Winter Park, Florida $127M AUM
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Nova R Wealth's AVGE Position: Q2 2026 in Review

Nova R Wealth reduced its Avantis All Equity Markets ETF (AVGE) stake by 2% in Q2 2026, selling an estimated $184K and leaving 95,762 shares worth $9.49M. The position accounts for 2.77% of the portfolio, ranked #10.

Nova R Wealth first reported a position in AVGE in Q1 2024 and has held it in 10 quarters since. 35 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Nova R Wealth held 95,762 shares of Avantis All Equity Markets ETF worth $9.49M as of Q2 2026.
  • Nova R Wealth sold 1,915 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $184K.
  • Avantis All Equity Markets ETF made up 2.77% of Nova R Wealth's portfolio in Q2 2026, its #10 holding.
  • Nova R Wealth first reported a position in Avantis All Equity Markets ETF in Q1 2024 and has held it in 10 quarters since.
  • 35 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.