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Root Financial Partners’s Avantis Real Estate ETF AVRE Stock Holding History

Root Financial Partners’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 		– Sell
-1,387
Closed -$61K – 652
2026
Q1 		$61K Buy
+1,387
New +$62.8K ﹤0.01% 781

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
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Root Financial Partners's AVRE Position: Q2 2026 in Review

Root Financial Partners sold out of Avantis Real Estate ETF (AVRE) in Q2 2026, closing a stake of 1,387 shares — an estimated $61K sold.

Root Financial Partners first reported a position in AVRE in Q1 2026 and held it in 1 quarter. The position peaked at $61K in Q1 2026. 69 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Root Financial Partners reported no remaining Avantis Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,387 Avantis Real Estate ETF shares in Q2 2026, an estimated $61K.
  • Root Financial Partners first reported a position in Avantis Real Estate ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Avantis Real Estate ETF position peaked at $61K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.