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Team Financial Group’s Avantis All Equity Markets ETF AVGE Stock Holding History

Team Financial Group’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
Q3 		$112K Buy
+1,135
New +$114K 0.04% 85
2026
Q2 		– Sell
-87
Closed -$7.65K – 69
2026
Q1 		$7.65K Buy
87
+2
+2% +$180 ﹤0.01% 207
2025
Q4 		$7.28K Buy
+85
New +$7.18K ﹤0.01% 199

Other funds holding AVGE

Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Nova R Wealth
Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return
Pacific Asset Management
Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
WJ Wealth Management
WJ Wealth Management Glendale, Arizona $246M AUM 20.35% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $543M AUM 28.64% 1-Year Est. Return

Team Financial Group's AVGE Position: Q3 2026 in Review

Team Financial Group opened a new position in Avantis All Equity Markets ETF (AVGE) in Q3 2026: 1,135 shares worth $112K. The stake represents 0.04% of the portfolio and ranks #85 among its holdings. This is a return to the name: Team Financial Group previously reported a position in AVGE as recently as Q1 2026.

Team Financial Group first reported a position in AVGE in Q4 2025 and has held it in 3 quarters since. 90 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

  • Team Financial Group held 1,135 shares of Avantis All Equity Markets ETF worth $112K as of Q3 2026.
  • Avantis All Equity Markets ETF was a new Team Financial Group position in Q3 2026.
  • Avantis All Equity Markets ETF made up 0.04% of Team Financial Group's portfolio in Q3 2026, its #85 holding.
  • Team Financial Group first reported a position in Avantis All Equity Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 90 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.