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Capasso Planning Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Capasso Planning Partners’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 		$6.15M Sell
63,709
-1,607
-2% -$148K 3.07% 7
2026
Q1 		$5.26M Buy
65,316
+2,538
+4% +$211K 2.84% 10
2025
Q4 		$4.84M Buy
62,778
+3,184
+5% +$244K 2.65% 12
2025
Q3 		$4.48M Sell
59,594
-1,047
-2% -$74.8K 2.75% 10
2025
Q2 		$4.16M Sell
60,641
-43,003
-41% -$2.71M 2.35% 10
2025
Q1 		$6.24M Buy
103,644
+1,649
+2% +$99.2K 2.61% 7
2024
Q4 		$6M Sell
101,995
-6,830
-6% -$425K 2.4% 7
2024
Q3 		$7.03M Buy
108,825
+5,204
+5% +$319K 2.07% 9
2024
Q2 		$6.33M Sell
103,621
-4,226
-4% -$253K 2.06% 9
2024
Q1 		$6.25M Buy
107,847
+9,815
+10% +$552K 2.59% 8
2023
Q4 		$5.53M Buy
98,032
+8,346
+9% +$449K 2.58% 8
2023
Q3 		$4.73M Buy
89,686
+5,821
+7% +$316K 2.53% 12
2023
Q2 		$4.51M Buy
83,865
+4,334
+5% +$230K 2.43% 11
2023
Q1 		$4.21M Buy
79,531
+5,981
+8% +$318K 2.47% 11
2022
Q4 		$3.71M Buy
73,550
+3,763
+5% +$184K 2.36% 12
2022
Q3 		$3.21M Sell
69,787
-476
-0.7% -$24.2K 2.24% 13
2022
Q2 		$3.66M Buy
70,263
+3,663
+6% +$203K 2.59% 11
2022
Q1 		$3.95M Buy
66,600
+8,820
+15% +$541K 2.79% 9
2021
Q4 		$3.66M Buy
+57,780
New +$3.72M 2.67% 9

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Capasso Planning Partners's AVEM Position: Q2 2026 in Review

Capasso Planning Partners reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 2.5% in Q2 2026, selling an estimated $148K and leaving 63,709 shares worth $6.15M. The position accounts for 3.07% of the portfolio, ranked #7.

Capasso Planning Partners first reported a position in AVEM in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.03M in Q3 2024. 1,007 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Capasso Planning Partners held 63,709 shares of Avantis Emerging Markets Equity ETF worth $6.15M as of Q2 2026.
  • Capasso Planning Partners sold 1,607 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $148K.
  • Avantis Emerging Markets Equity ETF made up 3.07% of Capasso Planning Partners's portfolio in Q2 2026, its #7 holding.
  • Capasso Planning Partners first reported a position in Avantis Emerging Markets Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Capasso Planning Partners's Avantis Emerging Markets Equity ETF position peaked at $7.03M in Q3 2024.
  • 1,007 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.