Sax Wealth Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History
Bought
Maintained
Sold
Other funds holding AVGE
Sax Wealth Advisors's AVGE Position: Q3 2026 in Review
Sax Wealth Advisors increased its Avantis All Equity Markets ETF (AVGE) stake by 0.46% in Q3 2026, buying an estimated $2K and bringing the position to 4,402 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #481.
Sax Wealth Advisors first reported a position in AVGE in Q1 2023 and has held it in 13 quarters since. The position peaked at $754K in Q4 2023. 141 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.
- Sax Wealth Advisors held 4,402 shares of Avantis All Equity Markets ETF worth $433K as of Q3 2026.
- Sax Wealth Advisors bought 20 Avantis All Equity Markets ETF shares in Q3 2026, an estimated $2K.
- Avantis All Equity Markets ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #481 holding.
- Sax Wealth Advisors first reported a position in Avantis All Equity Markets ETF in Q1 2023 and has held it in 13 quarters since.
- Sax Wealth Advisors's Avantis All Equity Markets ETF position peaked at $754K in Q4 2023.
- 141 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.
Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.