AWM
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AE Wealth Management’s Avantis All International Markets Equity ETF AVNM Stock Holding History

AE Wealth Management’s Portfolio AVNM Stock Details AVNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$392K Hold
5,143
– – ﹤0.01% 1231
2025
Q4 		$378K Hold
5,143
– – ﹤0.01% 1202
2025
Q3 		$363K Buy
+5,143
New +$348K ﹤0.01% 1107

Other funds holding AVNM

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

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

AE Wealth Management held its Avantis All International Markets Equity ETF (AVNM) position steady in Q1 2026 at 5,143 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

AE Wealth Management first reported a position in AVNM in Q3 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold AVNM as of Q1 2026.

  • AE Wealth Management held 5,143 shares of Avantis All International Markets Equity ETF worth $392K as of Q1 2026.
  • AE Wealth Management left its Avantis All International Markets Equity ETF share count unchanged in Q1 2026.
  • Avantis All International Markets Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1231 holding.
  • AE Wealth Management first reported a position in Avantis All International Markets Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Avantis All International Markets Equity ETF as of Q1 2026.

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