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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$37.1M Buy
394,988
+32,146
+9% +$2.99M 2.55% 10
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

Amplius Wealth Advisors's AVEM Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 8.9% in Q3 2026, buying an estimated $2.99M and bringing the position to 394,988 shares worth $37.1M. The position accounts for 2.55% of the portfolio, ranked #10.

Amplius Wealth Advisors first reported a position in AVEM in Q4 2023 and has held it in 12 quarters since. 320 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

  • Amplius Wealth Advisors held 394,988 shares of Avantis Emerging Markets Equity ETF worth $37.1M as of Q3 2026.
  • Amplius Wealth Advisors bought 32,146 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $2.99M.
  • Avantis Emerging Markets Equity ETF made up 2.55% of Amplius Wealth Advisors's portfolio in Q3 2026, its #10 holding.
  • Amplius Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • 320 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.