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TCI Wealth Advisors’s Avantis All Equity Markets ETF AVGE Stock Holding History

TCI Wealth Advisors’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$607K Sell
6,122
-83
-1% -$7.99K 0.03% 147
2026
Q1 		$546K Sell
6,205
-20
-0.3% -$1.8K 0.03% 140
2025
Q4 		$535K Buy
6,225
+106
+2% +$8.96K 0.03% 142
2025
Q3 		$510K Buy
6,119
+124
+2% +$9.98K 0.03% 147
2025
Q2 		$464K Buy
5,995
+319
+6% +$23.2K 0.03% 148
2025
Q1 		$404K Buy
5,676
+270
+5% +$19.8K 0.03% 148
2024
Q4 		$391K Buy
5,406
+263
+5% +$19.6K 0.03% 150
2024
Q3 		$380K Buy
+5,143
New +$365K 0.03% 156
2023
Q2 		– Sell
-60
Closed -$3.47K – 377
2023
Q1 		$3.47K Buy
60
+27
+82% +$1.57K ﹤0.01% 1768
2022
Q4 		$1.83K Buy
+33
New +$1.82K ﹤0.01% 1996

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCI Wealth Advisors's AVGE Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Avantis All Equity Markets ETF (AVGE) stake by 1.3% in Q2 2026, selling an estimated $7.99K and leaving 6,122 shares worth $607K. The position accounts for 0.03% of the portfolio, ranked #147.

TCI Wealth Advisors first reported a position in AVGE in Q4 2022 and has held it in 10 quarters since. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • TCI Wealth Advisors held 6,122 shares of Avantis All Equity Markets ETF worth $607K as of Q2 2026.
  • TCI Wealth Advisors sold 83 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $7.99K.
  • Avantis All Equity Markets ETF made up 0.03% of TCI Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • TCI Wealth Advisors first reported a position in Avantis All Equity Markets ETF in Q4 2022 and has held it in 10 quarters since.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.