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Ariadne Wealth Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Ariadne Wealth Management’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 		$441K Buy
6,727
+1
+0% +$66 0.2% 125
2026
Q1 		$403K Hold
6,726
– – 0.18% 122
2025
Q4 		$434K Buy
6,726
+4
+0.1% +$231 0.18% 121
2025
Q3 		$394K Hold
6,722
– – 0.18% 119
2025
Q2 		$376K Buy
6,722
+3
+0% +$149 0.18% 121
2025
Q1 		$330K Hold
6,719
– – 0.17% 130
2024
Q4 		$315K Buy
+6,719
New +$333K 0.14% 139

Other funds holding AVES

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Ariadne Wealth Management's AVES Position: Q2 2026 in Review

Ariadne Wealth Management increased its Avantis Emerging Markets Value ETF (AVES) stake by 0.01% in Q2 2026, buying an estimated $66 and bringing the position to 6,727 shares worth $441K. The position accounts for 0.2% of the portfolio, ranked #125.

Ariadne Wealth Management first reported a position in AVES in Q4 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Ariadne Wealth Management held 6,727 shares of Avantis Emerging Markets Value ETF worth $441K as of Q2 2026.
  • Ariadne Wealth Management bought 1 Avantis Emerging Markets Value ETF share in Q2 2026, an estimated $66.
  • Avantis Emerging Markets Value ETF made up 0.2% of Ariadne Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Ariadne Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.