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

Rialto 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
-143
Closed -$11.9K – 1704
2025
Q3 		$11.9K Buy
143
+43
+43% +$3.46K ﹤0.01% 406
2025
Q2 		$7.75K Buy
100
+39
+64% +$2.83K ﹤0.01% 439
2025
Q1 		$4.34K Buy
61
+23
+61% +$1.69K ﹤0.01% 463
2024
Q4 		$2.75K Buy
+38
New +$2.83K ﹤0.01% 476

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
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 $445B AUM 25.58% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 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 $1.16B AUM 17.72% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $208M AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rialto Wealth Management's AVGE Position: Q4 2025 in Review

Rialto Wealth Management sold out of Avantis All Equity Markets ETF (AVGE) in Q4 2025, closing a stake of 143 shares — an estimated $11.9K sold.

Rialto Wealth Management first reported a position in AVGE in Q4 2024 and held it in 4 quarters. The position peaked at $11.9K in Q3 2025. 124 funds tracked by Wall St. Rank hold AVGE as of Q4 2025.

  • Rialto Wealth Management reported no remaining Avantis All Equity Markets ETF position as of Q4 2025 after selling out during the quarter.
  • Rialto Wealth Management sold 143 Avantis All Equity Markets ETF shares in Q4 2025, an estimated $11.9K.
  • Rialto Wealth Management first reported a position in Avantis All Equity Markets ETF in Q4 2024 and held it in 4 quarters.
  • Rialto Wealth Management's Avantis All Equity Markets ETF position peaked at $11.9K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q4 2025.

Based on Rialto Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.