ABLE Financial Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

ABLE Financial Group’s Portfolio AVEM Stock Details AVEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22.4M	Buy	238,246 +79,194	+50%	+$7.37M	3.5%	5
2026 Q2	$15.3M	Buy	159,052 +18,261	+13%	+$1.68M	2.58%	7
2026 Q1	$11.3M	Buy	140,791 +21,549	+18%	+$1.79M	2.22%	9
2025 Q4	$9.18M	Buy	119,242 +9,002	+8%	+$689K	1.87%	15
2025 Q3	$8.28M	Buy	110,240 +4,099	+4%	+$293K	1.79%	16
2025 Q2	$7.27M	Buy	106,141 +14,806	+16%	+$932K	1.76%	15
2025 Q1	$5.5M	Buy	91,335 +10,376	+13%	+$624K	1.54%	18
2024 Q4	$4.76M	Buy	+80,959	New	+$5.04M	1.41%	19

Other funds holding AVEM

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

ABLE Financial Group's AVEM Position: Q3 2026 in Review

ABLE Financial Group increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 50% in Q3 2026, buying an estimated $7.37M and bringing the position to 238,246 shares worth $22.4M. The position accounts for 3.5% of the portfolio, ranked #5.

ABLE Financial Group first reported a position in AVEM in Q4 2024 and has held it in 8 quarters since. 258 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

ABLE Financial Group held 238,246 shares of Avantis Emerging Markets Equity ETF worth $22.4M as of Q3 2026.
ABLE Financial Group bought 79,194 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $7.37M.
Avantis Emerging Markets Equity ETF made up 3.5% of ABLE Financial Group's portfolio in Q3 2026, its #5 holding.
ABLE Financial Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 8 quarters since.
258 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.