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

Elevation Wealth Partners’s Portfolio AVSE Stock Details AVSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$30.6K	Buy	387 +3	+0.8%	+$234	0.01%	534
2026 Q2	$31.4K	Sell	384 -129	-25%	-$9.9K	0.01%	439
2026 Q1	$34.2K	Hold	513	–	–	0.01%	292
2025 Q4	$33.3K	Buy	513 +9	+2%	+$582	0.01%	287
2025 Q3	$32K	Buy	504 +5	+1%	+$304	0.01%	287
2025 Q2	$29.3K	Buy	499 +5	+1%	+$270	0.01%	286
2025 Q1	$25.4K	Buy	+494	New	+$25.4K	0.01%	293
2024 Q4	–	Sell	-484	Closed	-$26.7K	–	504
2024 Q3	$26.7K	Hold	484	–	–	0.01%	279
2024 Q2	$25K	Buy	484 +4	+0.8%	+$203	0.01%	273
2024 Q1	$23.5K	Buy	480 +12	+3%	+$573	0.01%	284
2023 Q4	$21K	Hold	468	–	–	0.01%	279
2023 Q3	$21K	Hold	468	–	–	0.02%	206
2023 Q2	$21.5K	Buy	468 +4	+0.9%	+$181	0.02%	210
2023 Q1	$20.8K	Buy	+464	New	+$20.9K	0.02%	217

Other funds holding AVSE

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $360M AUM 25.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $469M AUM 14.35% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Burton Enright Welch Walnut Creek, California $932M AUM 15.16% 1-Year Est. Return

Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

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

Elevation Wealth Partners increased its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 0.78% in Q3 2026, buying an estimated $234 and bringing the position to 387 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #534.

Elevation Wealth Partners first reported a position in AVSE in Q1 2023 and has held it in 14 quarters since. The position peaked at $34.2K in Q1 2026. 40 funds tracked by Wall St. Rank hold AVSE as of Q3 2026.

Elevation Wealth Partners held 387 shares of Avantis Responsible Emerging Markets Equity ETF worth $30.6K as of Q3 2026.
Elevation Wealth Partners bought 3 Avantis Responsible Emerging Markets Equity ETF shares in Q3 2026, an estimated $234.
Avantis Responsible Emerging Markets Equity ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #534 holding.
Elevation Wealth Partners first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Avantis Responsible Emerging Markets Equity ETF position peaked at $34.2K in Q1 2026.
40 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q3 2026.

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