Cloud Capital Management’s Avantis Emerging Markets Small Cap Equity ETF AVEE Stock Holding History

Cloud Capital Management’s Portfolio AVEE Stock Details AVEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$691K	Buy	10,908 +3,117	+40%	+$203K	0.3%	52
2025 Q4	$486K	Buy	7,791 +987	+15%	+$62.4K	0.23%	60
2025 Q3	$435K	Buy	6,804 +555	+9%	+$34.6K	0.23%	53
2025 Q2	$377K	Buy	6,249 +1,205	+24%	+$66.7K	0.24%	56
2025 Q1	$264K	Buy	+5,044	New	+$269K	0.19%	57

Other funds holding AVEE

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

CWP

Cornerstone Wealth Partners Okemos, Michigan $176M AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AWM

Ariadne Wealth Management Santa Barbara, California $223M AUM 36.41% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $994M AUM 14.8% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Cloud Capital Management's AVEE Position: Q1 2026 in Review

Cloud Capital Management increased its Avantis Emerging Markets Small Cap Equity ETF (AVEE) stake by 40% in Q1 2026, buying an estimated $203K and bringing the position to 10,908 shares worth $691K. The position accounts for 0.3% of the portfolio, ranked #52.

Cloud Capital Management first reported a position in AVEE in Q1 2025 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold AVEE as of Q1 2026.

Cloud Capital Management held 10,908 shares of Avantis Emerging Markets Small Cap Equity ETF worth $691K as of Q1 2026.
Cloud Capital Management bought 3,117 Avantis Emerging Markets Small Cap Equity ETF shares in Q1 2026, an estimated $203K.
Avantis Emerging Markets Small Cap Equity ETF made up 0.3% of Cloud Capital Management's portfolio in Q1 2026, its #52 holding.
Cloud Capital Management first reported a position in Avantis Emerging Markets Small Cap Equity ETF in Q1 2025 and has held it in 5 quarters since.
28 funds tracked by Wall St. Rank held Avantis Emerging Markets Small Cap Equity ETF as of Q1 2026.

Based on Cloud Capital Management's 13F filing for Q1 2026, filed 12 May 2026.