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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

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
TWA
Trellis Wealth Advisors San Luis Obispo, California $291M AUM 20.63% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 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. 14 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.
  • 14 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.