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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
Q2 		$316K Buy
4,892
+31
+0.6% +$2.03K ﹤0.01% 571
2026
Q1 		$320K Buy
4,861
+155
+3% +$9.63K ﹤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

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $171M AUM 22.11% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Apella Capital's AVES Position: Q2 2026 in Review

Apella Capital increased its Avantis Emerging Markets Value ETF (AVES) stake by 0.64% in Q2 2026, buying an estimated $2.03K and bringing the position to 4,892 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Apella Capital first reported a position in AVES in Q3 2025 and has held it in 4 quarters since. The position peaked at $320K in Q1 2026. 32 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Apella Capital held 4,892 shares of Avantis Emerging Markets Value ETF worth $316K as of Q2 2026.
  • Apella Capital bought 31 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $2.03K.
  • Avantis Emerging Markets Value ETF made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #571 holding.
  • Apella Capital first reported a position in Avantis Emerging Markets Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Apella Capital's Avantis Emerging Markets Value ETF position peaked at $320K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.