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Rockwood Wealth Management’s Avantis Real Estate ETF AVRE Stock Holding History

Rockwood Wealth Management’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
Q2 		$1.65M Buy
34,924
+2,813
+9% +$133K 0.1% 41
2026
Q1 		$1.41M Buy
+32,111
New +$1.45M 0.1% 42

Other funds holding AVRE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $360M AUM 17.88% 1-Year Est. Return
W
WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return

Rockwood Wealth Management's AVRE Position: Q2 2026 in Review

Rockwood Wealth Management increased its Avantis Real Estate ETF (AVRE) stake by 8.8% in Q2 2026, buying an estimated $133K and bringing the position to 34,924 shares worth $1.65M. The position accounts for 0.1% of the portfolio, ranked #41.

Rockwood Wealth Management first reported a position in AVRE in Q1 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Rockwood Wealth Management held 34,924 shares of Avantis Real Estate ETF worth $1.65M as of Q2 2026.
  • Rockwood Wealth Management bought 2,813 Avantis Real Estate ETF shares in Q2 2026, an estimated $133K.
  • Avantis Real Estate ETF made up 0.1% of Rockwood Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Rockwood Wealth Management first reported a position in Avantis Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.