Atomi Financial Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Atomi Financial Group’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 Q2	$34.1M	Sell	353,788 -14,520	-4%	-$1.34M	0.89%	23
2026 Q1	$29.7M	Sell	368,308 -992	-0.3%	-$82.4K	0.91%	25
2025 Q4	$28.4M	Buy	369,300 +113,121	+44%	+$8.66M	0.83%	26
2025 Q3	$19.2M	Buy	256,179 +239,166	+1,406%	+$17.1M	0.62%	32
2025 Q2	$1.17M	Buy	17,013 +4,807	+39%	+$303K	0.04%	296
2025 Q1	$734K	Buy	+12,206	New	+$734K	0.03%	388

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Atomi Financial Group's AVEM Position: Q2 2026 in Review

Atomi Financial Group reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 3.9% in Q2 2026, selling an estimated $1.34M and leaving 353,788 shares worth $34.1M. The position accounts for 0.89% of the portfolio, ranked #23.

Atomi Financial Group first reported a position in AVEM in Q1 2025 and has held it in 6 quarters since. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Atomi Financial Group held 353,788 shares of Avantis Emerging Markets Equity ETF worth $34.1M as of Q2 2026.
Atomi Financial Group sold 14,520 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.34M.
Avantis Emerging Markets Equity ETF made up 0.89% of Atomi Financial Group's portfolio in Q2 2026, its #23 holding.
Atomi Financial Group first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 6 quarters since.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.