AWE
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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
Q3 		$428K Sell
4,551
-7,505
-62% -$698K 0.01% 521
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Avidian Wealth Enterprises's AVEM Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 62% in Q3 2026, selling an estimated $698K and leaving 4,551 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #521.

Avidian Wealth Enterprises first reported a position in AVEM in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.29M in Q1 2026. 54 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

  • Avidian Wealth Enterprises held 4,551 shares of Avantis Emerging Markets Equity ETF worth $428K as of Q3 2026.
  • Avidian Wealth Enterprises sold 7,505 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $698K.
  • Avantis Emerging Markets Equity ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #521 holding.
  • Avidian Wealth Enterprises first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • Avidian Wealth Enterprises's Avantis Emerging Markets Equity ETF position peaked at $1.29M in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.