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Elevation Wealth Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Elevation Wealth Partners’s Portfolio AVEM Stock Details AVEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.3M Buy
109,456
+90
+0.1% +$8.37K 2.89% 7
2026
Q2 		$10.6M Buy
109,366
+3,307
+3% +$305K 3.16% 6
2026
Q1 		$8.55M Buy
106,059
+2,858
+3% +$237K 3.06% 7
2025
Q4 		$7.95M Buy
103,201
+4,809
+5% +$368K 2.81% 8
2025
Q3 		$7.39M Buy
98,392
+5,672
+6% +$405K 2.66% 8
2025
Q2 		$6.36M Buy
92,720
+22,113
+31% +$1.39M 2.51% 7
2025
Q1 		$4.25M Sell
70,607
-198,579
-74% -$11.9M 1.84% 11
2024
Q4 		$17.5M Buy
269,186
+206,172
+327% +$12.8M 7.41% 2
2024
Q3 		$4.07M Buy
63,014
+1,009
+2% +$61.8K 1.75% 12
2024
Q2 		$3.79M Buy
62,005
+1,706
+3% +$102K 1.79% 10
2024
Q1 		$3.49M Buy
60,299
+1,423
+2% +$80K 1.75% 11
2023
Q4 		$3.11M Sell
58,876
-70
-0.1% -$3.77K 1.86% 11
2023
Q3 		$3.11M Buy
58,946
+166
+0.3% +$9.02K 2.69% 8
2023
Q2 		$3.16M Buy
58,780
+449
+0.8% +$23.9K 2.66% 8
2023
Q1 		$3.09M Buy
+58,331
New +$3.1M 2.82% 8

Other funds holding AVEM

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Elevation Wealth Partners's AVEM Position: Q3 2026 in Review

Elevation Wealth Partners increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.08% in Q3 2026, buying an estimated $8.37K and bringing the position to 109,456 shares worth $10.3M. The position accounts for 2.89% of the portfolio, ranked #7.

Elevation Wealth Partners first reported a position in AVEM in Q1 2023 and has held it in 15 quarters since. The position peaked at $17.5M in Q4 2024. 206 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

  • Elevation Wealth Partners held 109,456 shares of Avantis Emerging Markets Equity ETF worth $10.3M as of Q3 2026.
  • Elevation Wealth Partners bought 90 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $8.37K.
  • Avantis Emerging Markets Equity ETF made up 2.89% of Elevation Wealth Partners's portfolio in Q3 2026, its #7 holding.
  • Elevation Wealth Partners first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Avantis Emerging Markets Equity ETF position peaked at $17.5M in Q4 2024.
  • 206 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.