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Copper Harbor Investment Advisors, LLC’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Copper Harbor Investment Advisors, LLC’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 		$28.7M Buy
+297,746
New +$27.5M 6.08% 2

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
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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

Copper Harbor Investment Advisors, LLC's AVEM Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 297,746 shares worth $28.7M. The stake represents 6.08% of the portfolio and ranks #2 among its holdings.

369 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 297,746 shares of Avantis Emerging Markets Equity ETF worth $28.7M as of Q2 2026.
  • Avantis Emerging Markets Equity ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • Avantis Emerging Markets Equity ETF made up 6.08% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #2 holding.
  • 369 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.