PCG Wealth Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

PCG Wealth Advisors’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	$1.65M	Buy	34,818 +257	+0.7%	+$12.1K	0.37%	73
2026 Q1	$1.52M	Sell	34,561 -1,430	-4%	-$64.7K	0.38%	71
2025 Q4	$1.57M	Buy	35,991 +2,236	+7%	+$98.5K	0.44%	64
2025 Q3	$1.5M	Buy	+33,755	New	+$1.5M	0.44%	66
2025 Q2	–	Sell	-33,993	Closed	-$1.46M	–	95
2025 Q1	$1.46M	Buy	33,993 +11,928	+54%	+$511K	0.51%	61
2024 Q4	$925K	Buy	+22,065	New	+$986K	0.34%	72
2023 Q3	–	Sell	-19,916	Closed	-$815K	–	106
2023 Q2	$815K	Buy	19,916 +576	+3%	+$23.6K	0.51%	49
2023 Q1	$802K	Buy	19,340 +2,684	+16%	+$114K	0.51%	48
2022 Q4	$685K	Buy	+16,656	New	+$675K	0.43%	53

Other funds holding AVRE

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

SFA

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $1.05B AUM

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

HIGP

Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

PCG Wealth Advisors's AVRE Position: Q2 2026 in Review

PCG Wealth Advisors increased its Avantis Real Estate ETF (AVRE) stake by 0.74% in Q2 2026, buying an estimated $12.1K and bringing the position to 34,818 shares worth $1.65M. The position accounts for 0.37% of the portfolio, ranked #73.

PCG Wealth Advisors first reported a position in AVRE in Q4 2022 and has held it in 9 quarters since. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

PCG Wealth Advisors held 34,818 shares of Avantis Real Estate ETF worth $1.65M as of Q2 2026.
PCG Wealth Advisors bought 257 Avantis Real Estate ETF shares in Q2 2026, an estimated $12.1K.
Avantis Real Estate ETF made up 0.37% of PCG Wealth Advisors's portfolio in Q2 2026, its #73 holding.
PCG Wealth Advisors first reported a position in Avantis Real Estate ETF in Q4 2022 and has held it in 9 quarters since.
155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.