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 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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

Ariadne Wealth Management's AVES Position: Q1 2026 in Review

Ariadne Wealth Management held its Avantis Emerging Markets Value ETF (AVES) position steady in Q1 2026 at 6,726 shares worth $403K. The position accounts for 0.18% of the portfolio, ranked #122.

Ariadne Wealth Management first reported a position in AVES in Q4 2024 and has held it in 6 quarters since. The position peaked at $434K in Q4 2025. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

Ariadne Wealth Management held 6,726 shares of Avantis Emerging Markets Value ETF worth $403K as of Q1 2026.
Ariadne Wealth Management left its Avantis Emerging Markets Value ETF share count unchanged in Q1 2026.
Avantis Emerging Markets Value ETF made up 0.18% of Ariadne Wealth Management's portfolio in Q1 2026, its #122 holding.
Ariadne Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q4 2024 and has held it in 6 quarters since.
Ariadne Wealth Management's Avantis Emerging Markets Value ETF position peaked at $434K in Q4 2025.
167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.