Apella Capital
AVEM icon

Apella Capital’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Apella Capital’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
Q3 		$109M Buy
1,149,116
+151,968
+15% +$14.1M 1.38% 18
2026
Q2 		$92.3M Buy
997,148
+36,996
+4% +$3.41M 1.3% 18
2026
Q1 		$86.3M Buy
960,152
+105,575
+12% +$8.77M 1.28% 18
2025
Q4 		$65.8M Buy
854,577
+83,425
+11% +$6.39M 1.3% 16
2025
Q3 		$58.8M Buy
771,152
+113,520
+17% +$8.11M 1.31% 17
2025
Q2 		$44.9M Buy
657,632
+179,947
+38% +$11.3M 1.22% 18
2025
Q1 		$27.1M Buy
477,685
+269,417
+129% +$16.2M 0.93% 24
2024
Q4 		$12.2M Buy
208,268
+143,780
+223% +$8.95M 0.47% 44
2024
Q3 		$4.26M Sell
64,488
-12,074
-16% -$739K 0.18% 74
2024
Q2 		$4.79M Sell
76,562
-13,496
-15% -$809K 0.21% 68
2024
Q1 		$5.35M Sell
90,058
-7,214
-7% -$406K 0.27% 62
2023
Q4 		$5.37M Buy
97,272
+77,737
+398% +$4.18M 0.3% 62
2023
Q3 		$1.03M Sell
19,535
-27
-0.1% -$1.47K 0.07% 115
2023
Q2 		$1.05M Buy
+19,562
New +$1.04M 0.07% 113
2022
Q4 		$673K Buy
13,333
+787
+6% +$38.5K 0.06% 136
2022
Q3 		$576K Sell
12,546
-2,994
-19% -$152K 0.07% 120
2022
Q2 		$809K Sell
15,540
-713
-4% -$39.5K 0.1% 108
2022
Q1 		$963K Buy
16,253
+2,339
+17% +$144K 0.14% 94
2021
Q4 		$881K Sell
13,914
-4,087
-23% -$263K 0.11% 95
2021
Q3 		$1.16M Buy
18,001
+5,058
+39% +$335K 0.17% 89
2021
Q2 		$900K Buy
+12,943
New +$880K 0.15% 93

Other funds holding AVEM

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apella Capital's AVEM Position: Q3 2026 in Review

Apella Capital increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 15% in Q3 2026, buying an estimated $14.1M and bringing the position to 1,149,116 shares worth $109M. The position accounts for 1.38% of the portfolio, ranked #18.

Apella Capital first reported a position in AVEM in Q2 2021 and has held it in 21 quarters since. 258 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

  • Apella Capital held 1,149,116 shares of Avantis Emerging Markets Equity ETF worth $109M as of Q3 2026.
  • Apella Capital bought 151,968 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $14.1M.
  • Avantis Emerging Markets Equity ETF made up 1.38% of Apella Capital's portfolio in Q3 2026, its #18 holding.
  • Apella Capital first reported a position in Avantis Emerging Markets Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 258 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.