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Amplius Wealth Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Amplius Wealth Advisors’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
Q2 		$35M Sell
362,842
-23,955
-6% -$2.21M 2.57% 13
2026
Q1 		$31.2M Sell
386,797
-20,628
-5% -$1.71M 2.6% 12
2025
Q4 		$31.4M Buy
407,425
+6,015
+1% +$460K 2.63% 12
2025
Q3 		$30.1M Buy
401,410
+3,712
+0.9% +$265K 2.61% 12
2025
Q2 		$27.3M Buy
397,698
+13,307
+3% +$838K 2.54% 14
2025
Q1 		$23.1M Buy
384,391
+108,450
+39% +$6.52M 2.41% 14
2024
Q4 		$16.2M Buy
275,941
+80,664
+41% +$5.02M 1.66% 20
2024
Q3 		$12.6M Sell
195,277
-23,696
-11% -$1.45M 1.38% 23
2024
Q2 		$13.4M Sell
218,973
-1,399
-0.6% -$83.9K 1.49% 22
2024
Q1 		$12.8M Sell
220,372
-202,676
-48% -$11.4M 1.43% 20
2023
Q4 		$23.9M Buy
+423,048
New +$22.8M 2.88% 12

Other funds holding AVEM

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Amplius Wealth Advisors's AVEM Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 6.2% in Q2 2026, selling an estimated $2.21M and leaving 362,842 shares worth $35M. The position accounts for 2.57% of the portfolio, ranked #13.

Amplius Wealth Advisors first reported a position in AVEM in Q4 2023 and has held it in 11 quarters since. 369 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Amplius Wealth Advisors held 362,842 shares of Avantis Emerging Markets Equity ETF worth $35M as of Q2 2026.
  • Amplius Wealth Advisors sold 23,955 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $2.21M.
  • Avantis Emerging Markets Equity ETF made up 2.57% of Amplius Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Amplius Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 369 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.