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AE Wealth Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

AE Wealth Management’s Portfolio AVES Stock Details AVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.54K Sell
59
-672
-92% -$41.7K ﹤0.01% 2423
2025
Q4 		$42.6K Buy
731
+589
+415% +$34.1K ﹤0.01% 1882
2025
Q3 		$8.15K Buy
+142
New +$7.89K ﹤0.01% 2024

Other funds holding AVES

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

AE Wealth Management's AVES Position: Q1 2026 in Review

AE Wealth Management reduced its Avantis Emerging Markets Value ETF (AVES) stake by 92% in Q1 2026, selling an estimated $41.7K and leaving 59 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

AE Wealth Management first reported a position in AVES in Q3 2025 and has held it in 3 quarters since. The position peaked at $42.6K in Q4 2025. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

  • AE Wealth Management held 59 shares of Avantis Emerging Markets Value ETF worth $3.54K as of Q1 2026.
  • AE Wealth Management sold 672 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $41.7K.
  • Avantis Emerging Markets Value ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2423 holding.
  • AE Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q3 2025 and has held it in 3 quarters since.
  • AE Wealth Management's Avantis Emerging Markets Value ETF position peaked at $42.6K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.