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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
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

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Avantax Planning Partners's AVEM Position: Q2 2026 in Review

Avantax Planning Partners reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.1% in Q2 2026, selling an estimated $1.08M and leaving 1,065,277 shares worth $103M. The position accounts for 2.56% of the portfolio, ranked #10.

Avantax Planning Partners first reported a position in AVEM in Q2 2024 and has held it in 9 quarters since. 520 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Avantax Planning Partners held 1,065,277 shares of Avantis Emerging Markets Equity ETF worth $103M as of Q2 2026.
  • Avantax Planning Partners sold 11,660 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $1.08M.
  • Avantis Emerging Markets Equity ETF made up 2.56% of Avantax Planning Partners's portfolio in Q2 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 9 quarters since.
  • 520 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.