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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

Creative Planning's AVES Position: Q1 2026 in Review

Creative Planning reduced its Avantis Emerging Markets Value ETF (AVES) stake by 4.9% in Q1 2026, selling an estimated $149K and leaving 46,918 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Creative Planning first reported a position in AVES in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.89M in Q4 2023. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

Creative Planning held 46,918 shares of Avantis Emerging Markets Value ETF worth $2.81M as of Q1 2026.
Creative Planning sold 2,396 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $149K.
Avantis Emerging Markets Value ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1633 holding.
Creative Planning first reported a position in Avantis Emerging Markets Value ETF in Q3 2022 and has held it in 15 quarters since.
Creative Planning's Avantis Emerging Markets Value ETF position peaked at $2.89M in Q4 2023.
167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.