Avantax Planning Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Avantax Planning Partners’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 Q3	$99.3M	Sell	1,056,473 -8,804	-0.8%	-$819K	2.51%	10
2026 Q2	$103M	Sell	1,065,277 -11,660	-1%	-$1.08M	2.56%	10
2026 Q1	$86.8M	Sell	1,076,937 -31,962	-3%	-$2.65M	2.38%	10
2025 Q4	$85.4M	Buy	1,108,899 +58,273	+6%	+$4.46M	2.39%	9
2025 Q3	$78.9M	Buy	1,050,626 +505,850	+93%	+$36.1M	2.26%	10
2025 Q2	$37.3M	Buy	544,776 +91,998	+20%	+$5.79M	1.18%	15
2025 Q1	$27.2M	Sell	452,778 -1,098	-0.2%	-$66K	0.96%	19
2024 Q4	$26.7M	Buy	453,876 +62,320	+16%	+$3.88M	0.96%	19
2024 Q3	$25.3M	Buy	391,556 +19,031	+5%	+$1.16M	0.91%	18
2024 Q2	$22.8M	Buy	+372,525	New	+$22.3M	0.73%	24

Other funds holding AVEM

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Avantax Planning Partners's AVEM Position: Q3 2026 in Review

Avantax Planning Partners reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.83% in Q3 2026, selling an estimated $819K and leaving 1,056,473 shares worth $99.3M. The position accounts for 2.51% of the portfolio, ranked #10.

Avantax Planning Partners first reported a position in AVEM in Q2 2024 and has held it in 10 quarters since. The position peaked at $103M in Q2 2026. 768 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Avantax Planning Partners held 1,056,473 shares of Avantis Emerging Markets Equity ETF worth $99.3M as of Q3 2026.
Avantax Planning Partners sold 8,804 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $819K.
Avantis Emerging Markets Equity ETF made up 2.51% of Avantax Planning Partners's portfolio in Q3 2026, its #10 holding.
Avantax Planning Partners first reported a position in Avantis Emerging Markets Equity ETF in Q2 2024 and has held it in 10 quarters since.
Avantax Planning Partners's Avantis Emerging Markets Equity ETF position peaked at $103M in Q2 2026.
768 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Avantax Planning Partners's 13F filing for Q3 2026, filed 3 Nov 2026.