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

Elevate Wealth Advisory’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	$2.88K	Sell	48 -12	-20%	-$745	﹤0.01%	124
2025 Q4	$3.5K	Hold	60	–	–	﹤0.01%	122
2025 Q3	$3.44K	Hold	60	–	–	﹤0.01%	118
2025 Q2	$3.21K	Sell	60 -112	-65%	-$5.55K	﹤0.01%	130
2025 Q1	$8.11K	Hold	172	–	–	0.01%	124
2024 Q4	$7.95K	Hold	172	–	–	0.01%	113
2024 Q3	$8.97K	Buy	172 +7	+4%	+$344	0.01%	117
2024 Q2	$8.04K	Hold	165	–	–	0.01%	109
2024 Q1	$7.82K	Hold	165	–	–	0.01%	103
2023 Q4	$7.58K	Buy	+165	New	+$7.26K	0.01%	107

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

Elevate Wealth Advisory's AVES Position: Q1 2026 in Review

Elevate Wealth Advisory reduced its Avantis Emerging Markets Value ETF (AVES) stake by 20% in Q1 2026, selling an estimated $745 and leaving 48 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #124.

Elevate Wealth Advisory first reported a position in AVES in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.97K in Q3 2024. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

Elevate Wealth Advisory held 48 shares of Avantis Emerging Markets Value ETF worth $2.88K as of Q1 2026.
Elevate Wealth Advisory sold 12 Avantis Emerging Markets Value ETF shares in Q1 2026, an estimated $745.
Avantis Emerging Markets Value ETF made up ﹤0.01% of Elevate Wealth Advisory's portfolio in Q1 2026, its #124 holding.
Elevate Wealth Advisory first reported a position in Avantis Emerging Markets Value ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Avantis Emerging Markets Value ETF position peaked at $8.97K in Q3 2024.
167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.