Centerpoint Advisory Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Centerpoint Advisory Group’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	$2.32M	Buy	24,080 +931	+4%	+$85.9K	1.47%	24
2026 Q1	$1.87M	Buy	23,149 +7,693	+50%	+$639K	1.4%	25
2025 Q4	$1.19M	Buy	15,456 +304	+2%	+$23.3K	0.92%	31
2025 Q3	$1.14M	Buy	15,152 +811	+6%	+$57.9K	0.89%	30
2025 Q2	$983K	Sell	14,341 -161	-1%	-$10.1K	0.85%	31
2025 Q1	$873K	Sell	14,502 -2,061	-12%	-$124K	0.86%	31
2024 Q4	$974K	Buy	+16,563	New	+$1.03M	0.94%	31

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Centerpoint Advisory Group's AVEM Position: Q2 2026 in Review

Centerpoint Advisory Group increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 4% in Q2 2026, buying an estimated $85.9K and bringing the position to 24,080 shares worth $2.32M. The position accounts for 1.47% of the portfolio, ranked #24.

Centerpoint Advisory Group first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Centerpoint Advisory Group held 24,080 shares of Avantis Emerging Markets Equity ETF worth $2.32M as of Q2 2026.
Centerpoint Advisory Group bought 931 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $85.9K.
Avantis Emerging Markets Equity ETF made up 1.47% of Centerpoint Advisory Group's portfolio in Q2 2026, its #24 holding.
Centerpoint Advisory Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.