Wealth Preservation Advisors’s AvePoint AVPT Stock Holding History

Wealth Preservation Advisors’s Portfolio AVPT Stock Details AVPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-151	Closed	-$1.44K	–	158
2026 Q1	$1.44K	Buy	+151	New	+$1.7K	﹤0.01%	642

Other funds holding AVPT

Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

Wealth Preservation Advisors's AVPT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of AvePoint (AVPT) in Q2 2026, closing a stake of 151 shares — an estimated $1.44K sold.

Wealth Preservation Advisors first reported a position in AVPT in Q1 2026 and held it in 1 quarter. The position peaked at $1.44K in Q1 2026. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

Wealth Preservation Advisors reported no remaining AvePoint position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 151 AvePoint shares in Q2 2026, an estimated $1.44K.
Wealth Preservation Advisors first reported a position in AvePoint in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's AvePoint position peaked at $1.44K in Q1 2026.
253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.