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

Capital Investment Advisory Services’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 		$36.7K Buy
380
+334
+726% +$30.8K ﹤0.01% 995
2026
Q1 		$3.71K Hold
46
– – ﹤0.01% 1134
2025
Q4 		$3.54K Hold
46
– – ﹤0.01% 1092
2025
Q3 		$3.46K Buy
+46
New +$3.29K ﹤0.01% 1029

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

Capital Investment Advisory Services's AVEM Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 726% in Q2 2026, buying an estimated $30.8K and bringing the position to 380 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Capital Investment Advisory Services first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Capital Investment Advisory Services held 380 shares of Avantis Emerging Markets Equity ETF worth $36.7K as of Q2 2026.
  • Capital Investment Advisory Services bought 334 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $30.8K.
  • Avantis Emerging Markets Equity ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #995 holding.
  • Capital Investment Advisory Services first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 369 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

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