Essential Partners’s AEVEX Corp AVEX Stock Holding History

Essential Partners’s Portfolio AVEX Stock Details AVEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$454	Buy	+30	New	+$521	﹤0.01%	2427

Other funds holding AVEX

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Essential Partners's AVEX Position: Q3 2026 in Review

Essential Partners opened a new position in AEVEX Corp (AVEX) in Q3 2026: 30 shares worth $454. The stake represents ﹤0.01% of the portfolio and ranks #2427 among its holdings.

17 funds tracked by Wall St. Rank hold AVEX as of Q3 2026.

Essential Partners held 30 shares of AEVEX Corp worth $454 as of Q3 2026.
AEVEX Corp was a new Essential Partners position in Q3 2026.
AEVEX Corp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2427 holding.
17 funds tracked by Wall St. Rank held AEVEX Corp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.