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 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 Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return