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 Q2	$31.4K	Sell	384 -129	-25%	-$9.95K	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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Riverwater Partners Milwaukee, Wisconsin $337M AUM 37.65% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Elevation Wealth Partners's AVSE Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Avantis Responsible Emerging Markets Equity ETF (AVSE) stake by 25% in Q2 2026, selling an estimated $9.95K and leaving 384 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #439.

Elevation Wealth Partners first reported a position in AVSE in Q1 2023 and has held it in 13 quarters since. The position peaked at $34.2K in Q1 2026. 70 funds tracked by Wall St. Rank hold AVSE as of Q2 2026.

Elevation Wealth Partners held 384 shares of Avantis Responsible Emerging Markets Equity ETF worth $31.4K as of Q2 2026.
Elevation Wealth Partners sold 129 Avantis Responsible Emerging Markets Equity ETF shares in Q2 2026, an estimated $9.95K.
Avantis Responsible Emerging Markets Equity ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #439 holding.
Elevation Wealth Partners first reported a position in Avantis Responsible Emerging Markets Equity ETF in Q1 2023 and has held it in 13 quarters since.
Elevation Wealth Partners's Avantis Responsible Emerging Markets Equity ETF position peaked at $34.2K in Q1 2026.
70 funds tracked by Wall St. Rank held Avantis Responsible Emerging Markets Equity ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.