ABLE Financial Group
AVSE icon

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

ABLE Financial Group’s Portfolio AVSE Stock Details AVSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$294K Sell
3,717
-210
-5% -$16.4K 0.05% 182
2026
Q2 		$321K Sell
3,927
-18
-0.5% -$1.39K 0.05% 171
2026
Q1 		$263K Sell
3,945
-30
-0.8% -$2.08K 0.05% 177
2025
Q4 		$258K Buy
3,975
+420
+12% +$27.2K 0.05% 180
2025
Q3 		$226K Sell
3,555
-26
-0.7% -$1.58K 0.05% 192
2025
Q2 		$210K Buy
+3,581
New +$193K 0.05% 200

Other funds holding AVSE

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return
FDS
Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $299M AUM 13.14% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

ABLE Financial Group reduced its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 5.3% in Q3 2026, selling an estimated $16.4K and leaving 3,717 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #182.

ABLE Financial Group first reported a position in AVSE in Q2 2025 and has held it in 6 quarters since. The position peaked at $321K in Q2 2026. 15 funds tracked by Wall St. Rank hold AVSE as of Q3 2026.

  • ABLE Financial Group held 3,717 shares of Avantis Responsible Emerging Markets Equity ETF worth $294K as of Q3 2026.
  • ABLE Financial Group sold 210 Avantis Responsible Emerging Markets Equity ETF shares in Q3 2026, an estimated $16.4K.
  • Avantis Responsible Emerging Markets Equity ETF made up 0.05% of ABLE Financial Group's portfolio in Q3 2026, its #182 holding.
  • ABLE Financial Group first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • ABLE Financial Group's Avantis Responsible Emerging Markets Equity ETF position peaked at $321K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q3 2026.

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