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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
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

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $208M AUM 14.68% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Team Financial Group's AVGE Position: Q2 2026 in Review

Team Financial Group sold out of Avantis All Equity Markets ETF (AVGE) in Q2 2026, closing a stake of 87 shares — an estimated $7.65K sold.

Team Financial Group first reported a position in AVGE in Q4 2025 and held it in 2 quarters. The position peaked at $7.65K in Q1 2026. 60 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Team Financial Group reported no remaining Avantis All Equity Markets ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 87 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $7.65K.
  • Team Financial Group first reported a position in Avantis All Equity Markets ETF in Q4 2025 and held it in 2 quarters.
  • Team Financial Group's Avantis All Equity Markets ETF position peaked at $7.65K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.