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CX Institutional’s Avantis Emerging Markets Value ETF AVES Stock Holding History

CX Institutional’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 		– Sell
-34
Closed -$2K – 1551
2025
Q4 		$2K Buy
+34
New +$1.97K ﹤0.01% 1348

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 $1.96B 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 $25.1B AUM 22.95% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

CX Institutional's AVES Position: Q1 2026 in Review

CX Institutional sold out of Avantis Emerging Markets Value ETF (AVES) in Q1 2026, closing a stake of 34 shares — an estimated $2K sold.

CX Institutional first reported a position in AVES in Q4 2025 and held it in 1 quarter. The position peaked at $2K in Q4 2025. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

  • CX Institutional reported no remaining Avantis Emerging Markets Value ETF position as of Q1 2026 after selling out during the quarter.
  • CX Institutional sold 34 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $2K.
  • CX Institutional first reported a position in Avantis Emerging Markets Value ETF in Q4 2025 and held it in 1 quarter.
  • CX Institutional's Avantis Emerging Markets Value ETF position peaked at $2K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.