AE Wealth Management
AVNM icon

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
Q2 		$954K Buy
11,584
+6,441
+125% +$529K ﹤0.01% 932
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

Merit Financial Group
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
Geometric Wealth Advisors
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
BWM Planning
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
Wealth Management Partners
Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return
Duncan Williams Asset Management
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Acumen Wealth Advisors
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AE Wealth Management's AVNM Position: Q2 2026 in Review

AE Wealth Management increased its Avantis All International Markets Equity ETF (AVNM) stake by 125% in Q2 2026, buying an estimated $529K and bringing the position to 11,584 shares worth $954K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

AE Wealth Management first reported a position in AVNM in Q3 2025 and has held it in 4 quarters since. 56 funds tracked by Wall St. Rank hold AVNM as of Q2 2026.

  • AE Wealth Management held 11,584 shares of Avantis All International Markets Equity ETF worth $954K as of Q2 2026.
  • AE Wealth Management bought 6,441 Avantis All International Markets Equity ETF shares in Q2 2026, an estimated $529K.
  • Avantis All International Markets Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #932 holding.
  • AE Wealth Management first reported a position in Avantis All International Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 56 funds tracked by Wall St. Rank held Avantis All International Markets Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.