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 Q2	$368K	Buy	5,604 +330	+6%	+$21.6K	0.01%	909
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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

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 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

CreativeOne Wealth's AVES Position: Q2 2026 in Review

CreativeOne Wealth increased its Avantis Emerging Markets Value ETF (AVES) stake by 6.3% in Q2 2026, buying an estimated $21.6K and bringing the position to 5,604 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #909.

CreativeOne Wealth first reported a position in AVES in Q3 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

CreativeOne Wealth held 5,604 shares of Avantis Emerging Markets Value ETF worth $368K as of Q2 2026.
CreativeOne Wealth bought 330 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $21.6K.
Avantis Emerging Markets Value ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #909 holding.
CreativeOne Wealth first reported a position in Avantis Emerging Markets Value ETF in Q3 2025 and has held it in 4 quarters since.
185 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.