OceanIQ Capital, LLC’s Avantis All Equity Markets ETF AVGE Stock Holding History

OceanIQ Capital, LLC’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	$497K	Buy	+4,900	New	+$472K	0.3%	57

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GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

OceanIQ Capital, LLC's AVGE Position: Q2 2026 in Review

OceanIQ Capital, LLC opened a new position in Avantis All Equity Markets ETF (AVGE) in Q2 2026: 4,900 shares worth $497K. The stake represents 0.3% of the portfolio and ranks #57 among its holdings.

147 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

OceanIQ Capital, LLC held 4,900 shares of Avantis All Equity Markets ETF worth $497K as of Q2 2026.
Avantis All Equity Markets ETF was a new OceanIQ Capital, LLC position in Q2 2026.
Avantis All Equity Markets ETF made up 0.3% of OceanIQ Capital, LLC's portfolio in Q2 2026, its #57 holding.
147 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on OceanIQ Capital, LLC's 13F filing for Q2 2026, filed 12 Aug 2026.