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Sprinkle Financial Consultants’s Avantis Real Estate ETF AVRE Stock Holding History

Sprinkle Financial Consultants’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 		$2.94M Buy
62,091
+8,545
+16% +$403K 1.15% 23
2026
Q1 		$2.36M Buy
53,546
+15,277
+40% +$691K 1.09% 26
2025
Q4 		$1.67M Buy
38,269
+2,569
+7% +$113K 0.85% 30
2025
Q3 		$1.59M Buy
35,700
+2,851
+9% +$127K 0.89% 28
2025
Q2 		$1.45M Sell
32,849
-2,749
-8% -$119K 0.89% 29
2025
Q1 		$1.53M Buy
35,598
+13,102
+58% +$561K 0.97% 28
2024
Q4 		$943K Buy
22,496
+2,961
+15% +$132K 0.64% 33
2024
Q3 		$921K Buy
19,535
+327
+2% +$14.7K 0.66% 32
2024
Q2 		$792K Buy
19,208
+5,022
+35% +$205K 0.62% 33
2024
Q1 		$600K Buy
14,186
+1,723
+14% +$71.9K 0.51% 38
2023
Q4 		$540K Buy
+12,463
New +$488K 0.55% 33

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
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Sprinkle Financial Consultants's AVRE Position: Q2 2026 in Review

Sprinkle Financial Consultants increased its Avantis Real Estate ETF (AVRE) stake by 16% in Q2 2026, buying an estimated $403K and bringing the position to 62,091 shares worth $2.94M. The position accounts for 1.15% of the portfolio, ranked #23.

Sprinkle Financial Consultants first reported a position in AVRE in Q4 2023 and has held it in 11 quarters since. 29 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Sprinkle Financial Consultants held 62,091 shares of Avantis Real Estate ETF worth $2.94M as of Q2 2026.
  • Sprinkle Financial Consultants bought 8,545 Avantis Real Estate ETF shares in Q2 2026, an estimated $403K.
  • Avantis Real Estate ETF made up 1.15% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #23 holding.
  • Sprinkle Financial Consultants first reported a position in Avantis Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 29 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.