PWMG
AVGE icon

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

Private Wealth Management Group’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
Q1 		$141K Buy
1,606
+387
+32% +$34.8K 0.04% 105
2025
Q4 		$105K Buy
1,219
+471
+63% +$39.8K 0.03% 125
2025
Q3 		$62.4K Buy
748
+30
+4% +$2.42K 0.02% 160
2025
Q2 		$55.6K Buy
718
+241
+51% +$17.5K 0.02% 156
2025
Q1 		$34K Buy
477
+103
+28% +$7.57K 0.01% 215
2024
Q4 		$27.1K Buy
374
+41
+12% +$3.05K 0.01% 246
2024
Q3 		$24.6K Hold
333
– – 0.01% 251
2024
Q2 		$23.1K Buy
333
+33
+11% +$2.28K 0.01% 255
2024
Q1 		$20.9K Hold
300
– – 0.01% 263
2023
Q4 		$19.4K Buy
+300
New +$18.1K 0.01% 270

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $313M AUM 13.76% 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
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return