Avidian Wealth Enterprises’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Avidian Wealth Enterprises’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	$1.16M	Sell	12,056 -3,971	-25%	-$366K	0.03%	289
2026 Q1	$1.29M	Buy	16,027 +1,275	+9%	+$106K	0.04%	257
2025 Q4	$1.14M	Buy	14,752 +6,467	+78%	+$495K	0.04%	210
2025 Q3	$622K	Buy	+8,285	New	+$592K	0.02%	320

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

Avidian Wealth Enterprises's AVEM Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 25% in Q2 2026, selling an estimated $366K and leaving 12,056 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #289.

Avidian Wealth Enterprises first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.29M in Q1 2026. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Avidian Wealth Enterprises held 12,056 shares of Avantis Emerging Markets Equity ETF worth $1.16M as of Q2 2026.
Avidian Wealth Enterprises sold 3,971 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $366K.
Avantis Emerging Markets Equity ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #289 holding.
Avidian Wealth Enterprises first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
Avidian Wealth Enterprises's Avantis Emerging Markets Equity ETF position peaked at $1.29M in Q1 2026.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.