Bannerman Wealth Management Group’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Bannerman Wealth Management Group’s Portfolio AVES Stock Details AVES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.46M	Buy	99,236 +3,871	+4%	+$251K	3.7%	7
2026 Q2	$6.26M	Buy	95,365 +4,348	+5%	+$285K	3.65%	7
2026 Q1	$5.46M	Buy	91,017 +5,753	+7%	+$357K	3.68%	8
2025 Q4	$4.97M	Buy	85,264 +1,716	+2%	+$99.3K	3.52%	8
2025 Q3	$4.79M	Buy	83,548 +1,881	+2%	+$105K	3.53%	8
2025 Q2	$4.37M	Buy	81,667 +2,080	+3%	+$103K	3.36%	8
2025 Q1	$3.75M	Buy	79,587 +6,514	+9%	+$305K	3.07%	9
2024 Q4	$3.38M	Buy	+73,073	New	+$3.63M	2.79%	9

Other funds holding AVES

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Bannerman Wealth Management Group's AVES Position: Q3 2026 in Review

Bannerman Wealth Management Group increased its Avantis Emerging Markets Value ETF (AVES) stake by 4.1% in Q3 2026, buying an estimated $251K and bringing the position to 99,236 shares worth $6.46M. The position accounts for 3.7% of the portfolio, ranked #7.

Bannerman Wealth Management Group first reported a position in AVES in Q4 2024 and has held it in 8 quarters since. 175 funds tracked by Wall St. Rank hold AVES as of Q3 2026.

Bannerman Wealth Management Group held 99,236 shares of Avantis Emerging Markets Value ETF worth $6.46M as of Q3 2026.
Bannerman Wealth Management Group bought 3,871 Avantis Emerging Markets Value ETF shares in Q3 2026, an estimated $251K.
Avantis Emerging Markets Value ETF made up 3.7% of Bannerman Wealth Management Group's portfolio in Q3 2026, its #7 holding.
Bannerman Wealth Management Group first reported a position in Avantis Emerging Markets Value ETF in Q4 2024 and has held it in 8 quarters since.
175 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.