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Strategic Wealth Partners’s Avantis Real Estate ETF AVRE Stock Holding History

Strategic Wealth 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 		$899 Sell
19
-15
-44% -$708 ﹤0.01% 1294
2026
Q1 		$1.5K Buy
34
+3
+10% +$136 ﹤0.01% 1190
2025
Q4 		$1.35K Sell
31
-1,942
-98% -$85.6K ﹤0.01% 1248
2025
Q3 		$87.8K Buy
+1,973
New +$87.6K 0.01% 457

Other funds holding AVRE

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

Strategic Wealth Partners's AVRE Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Avantis Real Estate ETF (AVRE) stake by 44% in Q2 2026, selling an estimated $708 and leaving 19 shares worth $899. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Strategic Wealth Partners first reported a position in AVRE in Q3 2025 and has held it in 4 quarters since. The position peaked at $87.8K in Q3 2025. 155 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Strategic Wealth Partners held 19 shares of Avantis Real Estate ETF worth $899 as of Q2 2026.
  • Strategic Wealth Partners sold 15 Avantis Real Estate ETF shares in Q2 2026, an estimated $708.
  • Avantis Real Estate ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1294 holding.
  • Strategic Wealth Partners first reported a position in Avantis Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Avantis Real Estate ETF position peaked at $87.8K in Q3 2025.
  • 155 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.