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PFG Private Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

PFG Private Wealth Management’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
2025
Q4 		– Sell
-9,917
Closed -$827K – 81
2025
Q3 		$827K Buy
+9,917
New +$798K 0.37% 56

Other funds holding AVGE

AF
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MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 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 $377B AUM 19.32% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
PAM
Pacific Asset Management Gig Harbor, Washington $204M AUM 21.57% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

PFG Private Wealth Management's AVGE Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Avantis All Equity Markets ETF (AVGE) in Q4 2025, closing a stake of 9,917 shares — an estimated $827K sold.

PFG Private Wealth Management first reported a position in AVGE in Q3 2025 and held it in 1 quarter. The position peaked at $827K in Q3 2025. 124 funds tracked by Wall St. Rank hold AVGE as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Avantis All Equity Markets ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 9,917 Avantis All Equity Markets ETF shares in Q4 2025, an estimated $827K.
  • PFG Private Wealth Management first reported a position in Avantis All Equity Markets ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Avantis All Equity Markets ETF position peaked at $827K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.