BWS
AVEM icon

Broadway Wealth Solutions’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Broadway Wealth Solutions’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 		$8.37M Buy
86,728
+634
+0.7% +$58.5K 3.91% 5
2026
Q1 		$6.94M Sell
86,094
-558
-0.6% -$46.3K 3.59% 6
2025
Q4 		$6.67M Buy
86,652
+34
+0% +$2.6K 3.56% 6
2025
Q3 		$6.51M Buy
86,618
+6,749
+8% +$482K 3.65% 6
2025
Q2 		$5.47M Buy
79,869
+4,474
+6% +$282K 3.41% 6
2025
Q1 		$4.54M Buy
75,395
+6,428
+9% +$387K 3.31% 6
2024
Q4 		$4.05M Buy
+68,967
New +$4.29M 3.08% 7

Other funds holding AVEM

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Broadway Wealth Solutions's AVEM Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.74% in Q2 2026, buying an estimated $58.5K and bringing the position to 86,728 shares worth $8.37M. The position accounts for 3.91% of the portfolio, ranked #5.

Broadway Wealth Solutions first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. 242 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Broadway Wealth Solutions held 86,728 shares of Avantis Emerging Markets Equity ETF worth $8.37M as of Q2 2026.
  • Broadway Wealth Solutions bought 634 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $58.5K.
  • Avantis Emerging Markets Equity ETF made up 3.91% of Broadway Wealth Solutions's portfolio in Q2 2026, its #5 holding.
  • Broadway Wealth Solutions first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 242 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.