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Avantax Planning Partners’s Avantis Emerging Markets ex-China Equity ETF AVXC Stock Holding History

Avantax Planning Partners’s Portfolio AVXC Stock Details AVXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$271K Sell
4,004
-254
-6% -$17.6K 0.01% 371
2025
Q4 		$272K Sell
4,258
-373
-8% -$23.2K 0.01% 364
2025
Q3 		$278K Hold
4,631
– – 0.01% 368
2025
Q2 		$262K Sell
4,631
-987
-18% -$51.2K 0.01% 377
2025
Q1 		$273K Buy
+5,618
New +$279K 0.01% 354

Other funds holding AVXC

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $212M AUM 16.87% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $277M AUM 21.37% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Avantax Planning Partners's AVXC Position: Q1 2026 in Review

Avantax Planning Partners reduced its Avantis Emerging Markets ex-China Equity ETF (AVXC) stake by 6% in Q1 2026, selling an estimated $17.6K and leaving 4,004 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #371.

Avantax Planning Partners first reported a position in AVXC in Q1 2025 and has held it in 5 quarters since. The position peaked at $278K in Q3 2025. 64 funds tracked by Wall St. Rank hold AVXC as of Q1 2026.

  • Avantax Planning Partners held 4,004 shares of Avantis Emerging Markets ex-China Equity ETF worth $271K as of Q1 2026.
  • Avantax Planning Partners sold 254 Avantis Emerging Markets ex-China Equity ETF shares in Q1 2026, an estimated $17.6K.
  • Avantis Emerging Markets ex-China Equity ETF made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #371 holding.
  • Avantax Planning Partners first reported a position in Avantis Emerging Markets ex-China Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Avantax Planning Partners's Avantis Emerging Markets ex-China Equity ETF position peaked at $278K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Avantis Emerging Markets ex-China Equity ETF as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.