Carson Wealth (CWM LLC)
AVNM icon

Carson Wealth (CWM LLC)’s Avantis All International Markets Equity ETF AVNM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AVNM Stock Details AVNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.3K Buy
477
+142
+42% +$11.1K ﹤0.01% 4029
2025
Q4 		$25K Buy
335
+219
+189% +$15.7K ﹤0.01% 4033
2025
Q3 		$8K Buy
+116
New +$7.86K ﹤0.01% 4549

Other funds holding AVNM

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AVNM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Avantis All International Markets Equity ETF (AVNM) stake by 42% in Q1 2026, buying an estimated $11.1K and bringing the position to 477 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4029.

Carson Wealth (CWM LLC) first reported a position in AVNM in Q3 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold AVNM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 477 shares of Avantis All International Markets Equity ETF worth $36.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 142 Avantis All International Markets Equity ETF shares in Q1 2026, an estimated $11.1K.
  • Avantis All International Markets Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4029 holding.
  • Carson Wealth (CWM LLC) first reported a position in Avantis All International Markets Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Avantis All International Markets Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.