Ridgeline Wealth’s Avantis Real Estate ETF AVRE Stock Holding History

Ridgeline Wealth’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 Q3	$215K	Buy	+4,809	New	+$229K	0.12%	56

Other funds holding AVRE

ShankerValleau Wealth Advisors Skokie, Illinois $374M AUM 0.65% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $396M AUM 9.38% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Ridgeline Wealth's AVRE Position: Q3 2026 in Review

Ridgeline Wealth opened a new position in Avantis Real Estate ETF (AVRE) in Q3 2026: 4,809 shares worth $215K. The stake represents 0.12% of the portfolio and ranks #56 among its holdings.

34 funds tracked by Wall St. Rank hold AVRE as of Q3 2026.

Ridgeline Wealth held 4,809 shares of Avantis Real Estate ETF worth $215K as of Q3 2026.
Avantis Real Estate ETF was a new Ridgeline Wealth position in Q3 2026.
Avantis Real Estate ETF made up 0.12% of Ridgeline Wealth's portfolio in Q3 2026, its #56 holding.
34 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.