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Register Financial Advisors’s AvePoint AVPT Stock Holding History

Register Financial Advisors’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58M Buy
+141,100
New +$1.45M 0.49% 63

Other funds holding AVPT

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Register Financial Advisors's AVPT Position: Q2 2026 in Review

Register Financial Advisors opened a new position in AvePoint (AVPT) in Q2 2026: 141,100 shares worth $1.58M. The stake represents 0.49% of the portfolio and ranks #63 among its holdings.

21 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Register Financial Advisors held 141,100 shares of AvePoint worth $1.58M as of Q2 2026.
  • AvePoint was a new Register Financial Advisors position in Q2 2026.
  • AvePoint made up 0.49% of Register Financial Advisors's portfolio in Q2 2026, its #63 holding.
  • 21 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.