PSFG
AVRE icon

Park Square Financial Group’s Avantis Real Estate ETF AVRE Stock Holding History

Park Square 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
2025
Q3 		– Sell
-3,474
Closed -$153K – 309
2025
Q2 		$153K Buy
3,474
+2,764
+389% +$120K 0.11% 138
2025
Q1 		$30.5K Buy
+710
New +$30.4K 0.02% 349

Other funds holding AVRE

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
B
BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Park Square Financial Group's AVRE Position: Q3 2025 in Review

Park Square Financial Group sold out of Avantis Real Estate ETF (AVRE) in Q3 2025, closing a stake of 3,474 shares — an estimated $153K sold.

Park Square Financial Group first reported a position in AVRE in Q1 2025 and held it in 2 quarters. The position peaked at $153K in Q2 2025. 133 funds tracked by Wall St. Rank hold AVRE as of Q3 2025.

  • Park Square Financial Group reported no remaining Avantis Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 3,474 Avantis Real Estate ETF shares in Q3 2025, an estimated $153K.
  • Park Square Financial Group first reported a position in Avantis Real Estate ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's Avantis Real Estate ETF position peaked at $153K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.