WUW
AVRE icon

Wheels Up Wealth’s Avantis Real Estate ETF AVRE Stock Holding History

Wheels Up Wealth’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
Q1 		– Sell
-4,937
Closed -$215K – 25
2025
Q4 		$215K Buy
+4,937
New +$218K 0.2% 25

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
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return

Wheels Up Wealth's AVRE Position: Q1 2026 in Review

Wheels Up Wealth sold out of Avantis Real Estate ETF (AVRE) in Q1 2026, closing a stake of 4,937 shares — an estimated $215K sold.

Wheels Up Wealth first reported a position in AVRE in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 148 funds tracked by Wall St. Rank hold AVRE as of Q1 2026.

  • Wheels Up Wealth reported no remaining Avantis Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Wheels Up Wealth sold 4,937 Avantis Real Estate ETF shares in Q1 2026, an estimated $215K.
  • Wheels Up Wealth first reported a position in Avantis Real Estate ETF in Q4 2025 and held it in 1 quarter.
  • Wheels Up Wealth's Avantis Real Estate ETF position peaked at $215K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q1 2026.

Based on Wheels Up Wealth's 13F filing for Q1 2026, filed 13 May 2026.