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CreativeOne Wealth’s Avantis Emerging Markets Value ETF AVES Stock Holding History

CreativeOne Wealth’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 		$316K Buy
5,274
+425
+9% +$26.4K 0.01% 961
2025
Q4 		$283K Buy
4,849
+127
+3% +$7.35K 0.01% 975
2025
Q3 		$271K Buy
+4,722
New +$262K 0.01% 988

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 $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SP
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
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

CreativeOne Wealth's AVES Position: Q1 2026 in Review

CreativeOne Wealth increased its Avantis Emerging Markets Value ETF (AVES) stake by 8.8% in Q1 2026, buying an estimated $26.4K and bringing the position to 5,274 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #961.

CreativeOne Wealth first reported a position in AVES in Q3 2025 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

  • CreativeOne Wealth held 5,274 shares of Avantis Emerging Markets Value ETF worth $316K as of Q1 2026.
  • CreativeOne Wealth bought 425 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $26.4K.
  • Avantis Emerging Markets Value ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #961 holding.
  • CreativeOne Wealth first reported a position in Avantis Emerging Markets Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.