Creative Planning
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Creative Planning’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Creative Planning’s Portfolio AVES Stock Details AVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.05M Sell
46,433
-485
-1% -$31.8K ﹤0.01% 1773
2026
Q1 		$2.81M Sell
46,918
-2,396
-5% -$149K ﹤0.01% 1633
2025
Q4 		$2.88M Sell
49,314
-906
-2% -$52.4K ﹤0.01% 1408
2025
Q3 		$2.88M Sell
50,220
-1,760
-3% -$97.8K ﹤0.01% 1254
2025
Q2 		$2.78M Buy
51,980
+5,555
+12% +$275K ﹤0.01% 1085
2025
Q1 		$2.19M Sell
46,425
-2,963
-6% -$139K ﹤0.01% 1118
2024
Q4 		$2.28M Sell
49,388
-2,713
-5% -$135K ﹤0.01% 1050
2024
Q3 		$2.72M Sell
52,101
-3,834
-7% -$188K ﹤0.01% 909
2024
Q2 		$2.73M Sell
55,935
-1,526
-3% -$74.2K ﹤0.01% 856
2024
Q1 		$2.72M Sell
57,461
-5,371
-9% -$247K ﹤0.01% 844
2023
Q4 		$2.89M Sell
62,832
-1,013
-2% -$44.6K 0.01% 758
2023
Q3 		$2.77M Sell
63,845
-1,704
-3% -$75.4K ﹤0.01% 718
2023
Q2 		$2.86M Sell
65,549
-1,231
-2% -$53.3K ﹤0.01% 684
2023
Q1 		$2.85M Buy
66,780
+7,564
+13% +$326K ﹤0.01% 658
2022
Q4 		$2.43M Buy
59,216
+48,592
+457% +$1.95M ﹤0.01% 688
2022
Q3 		$397K Buy
+10,624
New +$441K ﹤0.01% 1474

Other funds holding AVES

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Creative Planning's AVES Position: Q2 2026 in Review

Creative Planning reduced its Avantis Emerging Markets Value ETF (AVES) stake by 1% in Q2 2026, selling an estimated $31.8K and leaving 46,433 shares worth $3.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1773.

Creative Planning first reported a position in AVES in Q3 2022 and has held it in 16 quarters since. 185 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Creative Planning held 46,433 shares of Avantis Emerging Markets Value ETF worth $3.05M as of Q2 2026.
  • Creative Planning sold 485 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $31.8K.
  • Avantis Emerging Markets Value ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1773 holding.
  • Creative Planning first reported a position in Avantis Emerging Markets Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 185 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.