Gladstone Institutional Advisory’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Gladstone Institutional Advisory’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 Q1	$1.13M	Buy	14,067 +2,972	+27%	+$247K	0.04%	352
2025 Q4	$855K	Buy	11,095 +5,025	+83%	+$385K	0.03%	400
2025 Q3	$456K	Buy	6,070 +2,500	+70%	+$179K	0.02%	539
2025 Q2	$245K	Buy	+3,570	New	+$225K	0.01%	649
2024 Q4	–	Sell	-3,175	Closed	-$205K	–	698
2024 Q3	$205K	Buy	+3,175	New	+$194K	0.01%	653

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Gladstone Institutional Advisory's AVEM Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 27% in Q1 2026, buying an estimated $247K and bringing the position to 14,067 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #352.

Gladstone Institutional Advisory first reported a position in AVEM in Q3 2024 and has held it in 5 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Gladstone Institutional Advisory held 14,067 shares of Avantis Emerging Markets Equity ETF worth $1.13M as of Q1 2026.
Gladstone Institutional Advisory bought 2,972 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $247K.
Avantis Emerging Markets Equity ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #352 holding.
Gladstone Institutional Advisory first reported a position in Avantis Emerging Markets Equity ETF in Q3 2024 and has held it in 5 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.