Apella Capital
AVES icon

Apella Capital’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Apella Capital’s Portfolio AVES Stock Details AVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$313K Sell
4,767
-125
-3% -$8.12K ﹤0.01% 623
2026
Q2 		$316K Buy
4,892
+31
+0.6% +$2.03K ﹤0.01% 571
2026
Q1 		$320K Buy
4,861
+155
+3% +$9.6K ﹤0.01% 535
2025
Q4 		$274K Buy
4,706
+1,195
+34% +$69.1K 0.01% 459
2025
Q3 		$202K Buy
+3,511
New +$195K ﹤0.01% 458

Other funds holding AVES

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Apeiron RIA
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Bannerman Wealth Management Group
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Northland Capital Management
Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Apella Capital's AVES Position: Q3 2026 in Review

Apella Capital reduced its Avantis Emerging Markets Value ETF (AVES) stake by 2.6% in Q3 2026, selling an estimated $8.12K and leaving 4,767 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Apella Capital first reported a position in AVES in Q3 2025 and has held it in 5 quarters since. The position peaked at $320K in Q1 2026. 40 funds tracked by Wall St. Rank hold AVES as of Q3 2026.

  • Apella Capital held 4,767 shares of Avantis Emerging Markets Value ETF worth $313K as of Q3 2026.
  • Apella Capital sold 125 Avantis Emerging Markets Value ETF shares in Q3 2026, an estimated $8.12K.
  • Avantis Emerging Markets Value ETF made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #623 holding.
  • Apella Capital first reported a position in Avantis Emerging Markets Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Apella Capital's Avantis Emerging Markets Value ETF position peaked at $320K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2026.

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