Avior Wealth Management’s Avantis Emerging Markets ex-China Equity ETF AVXC Stock Holding History

Avior Wealth Management’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 Q3	$5M	Sell	60,858 -4,706	-7%	-$382K	0.13%	142
2026 Q2	$5.62M	Sell	65,564 -4,436	-6%	-$353K	0.15%	132
2026 Q1	$4.73M	Sell	70,000 -2,843	-4%	-$198K	0.13%	144
2025 Q4	$4.65M	Sell	72,843 -15,377	-17%	-$955K	0.14%	118
2025 Q3	$5.29M	Sell	88,220 -16,124	-15%	-$931K	0.17%	107
2025 Q2	$5.91M	Buy	104,344 +60,835	+140%	+$3.15M	0.2%	89
2025 Q1	$2.12M	Buy	+43,509	New	+$2.16M	0.08%	173

Other funds holding AVXC

Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return

Vestment Financial Chanhassen, Minnesota $224M AUM 12.2% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CFA

CWS Financial Advisors Kalamazoo, Michigan $454M AUM 6.72% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Avior Wealth Management's AVXC Position: Q3 2026 in Review

Avior Wealth Management reduced its Avantis Emerging Markets ex-China Equity ETF (AVXC) stake by 7.2% in Q3 2026, selling an estimated $382K and leaving 60,858 shares worth $5M. The position accounts for 0.13% of the portfolio, ranked #142.

Avior Wealth Management first reported a position in AVXC in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.91M in Q2 2025. 16 funds tracked by Wall St. Rank hold AVXC as of Q3 2026.

Avior Wealth Management held 60,858 shares of Avantis Emerging Markets ex-China Equity ETF worth $5M as of Q3 2026.
Avior Wealth Management sold 4,706 Avantis Emerging Markets ex-China Equity ETF shares in Q3 2026, an estimated $382K.
Avantis Emerging Markets ex-China Equity ETF made up 0.13% of Avior Wealth Management's portfolio in Q3 2026, its #142 holding.
Avior Wealth Management first reported a position in Avantis Emerging Markets ex-China Equity ETF in Q1 2025 and has held it in 7 quarters since.
Avior Wealth Management's Avantis Emerging Markets ex-China Equity ETF position peaked at $5.91M in Q2 2025.
16 funds tracked by Wall St. Rank held Avantis Emerging Markets ex-China Equity ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.