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 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 $15.7B AUM 34.02% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Financial Plan Inc Bellingham, Washington $933M AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return

BetterWealth San Jose, California $510M AUM 18.96% 1-Year Est. Return

Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return