Cape Investment Advisory’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Cape Investment Advisory’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	$868	Buy	+9	New	+$830	﹤0.01%	1353

Other funds holding AVEM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Cape Investment Advisory's AVEM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Avantis Emerging Markets Equity ETF (AVEM) in Q2 2026: 9 shares worth $868. The stake represents ﹤0.01% of the portfolio and ranks #1353 among its holdings.

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

Cape Investment Advisory held 9 shares of Avantis Emerging Markets Equity ETF worth $868 as of Q2 2026.
Avantis Emerging Markets Equity ETF was a new Cape Investment Advisory position in Q2 2026.
Avantis Emerging Markets Equity ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1353 holding.
344 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.