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Gateway Wealth Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Gateway 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 		$7.96M Sell
82,450
-78,033
-49% -$7.2M 0.48% 48
2026
Q1 		$12.9M Buy
160,483
+90,458
+129% +$7.51M 0.5% 44
2025
Q4 		$5.39M Buy
70,025
+846
+1% +$64.8K 0.6% 45
2025
Q3 		$5.2M Buy
69,179
+3,350
+5% +$239K 0.7% 42
2025
Q2 		$4.51M Buy
65,829
+7,241
+12% +$456K 0.86% 31
2025
Q1 		$3.53M Buy
58,588
+3,035
+5% +$182K 0.79% 38
2024
Q4 		$3.27M Buy
55,553
+10,953
+25% +$682K 0.85% 30
2024
Q3 		$2.88M Buy
44,600
+916
+2% +$56.1K 0.79% 37
2024
Q2 		$2.67M Buy
43,684
+9,384
+27% +$563K 0.81% 31
2024
Q1 		$1.99M Buy
34,300
+6,898
+25% +$388K 0.71% 34
2023
Q4 		$1.55M Buy
27,402
+3,889
+17% +$209K 0.62% 42
2023
Q3 		$1.24M Buy
23,513
+406
+2% +$22.1K 0.22% 73
2023
Q2 		$1.24M Buy
23,107
+7,962
+53% +$423K 0.22% 67
2023
Q1 		$801K Buy
+15,145
New +$804K 0.12% 88

Other funds holding AVEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Gateway Wealth Partners's AVEM Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 49% in Q2 2026, selling an estimated $7.2M and leaving 82,450 shares worth $7.96M. The position accounts for 0.48% of the portfolio, ranked #48.

Gateway Wealth Partners first reported a position in AVEM in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.9M in Q1 2026. 1,007 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Gateway Wealth Partners held 82,450 shares of Avantis Emerging Markets Equity ETF worth $7.96M as of Q2 2026.
  • Gateway Wealth Partners sold 78,033 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $7.2M.
  • Avantis Emerging Markets Equity ETF made up 0.48% of Gateway Wealth Partners's portfolio in Q2 2026, its #48 holding.
  • Gateway Wealth Partners first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • Gateway Wealth Partners's Avantis Emerging Markets Equity ETF position peaked at $12.9M in Q1 2026.
  • 1,007 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.