Gladstone Institutional Advisory’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Gladstone Institutional Advisory’s Portfolio AVES Stock Details AVES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$234K	Sell	3,561 -24	-0.7%	-$1.57K	0.01%	818
2026 Q1	$215K	Buy	+3,585	New	+$223K	0.01%	784

Other funds holding AVES

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return

Gladstone Institutional Advisory's AVES Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Avantis Emerging Markets Value ETF (AVES) stake by 0.67% in Q2 2026, selling an estimated $1.57K and leaving 3,561 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #818.

Gladstone Institutional Advisory first reported a position in AVES in Q1 2026 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

Gladstone Institutional Advisory held 3,561 shares of Avantis Emerging Markets Value ETF worth $234K as of Q2 2026.
Gladstone Institutional Advisory sold 24 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $1.57K.
Avantis Emerging Markets Value ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #818 holding.
Gladstone Institutional Advisory first reported a position in Avantis Emerging Markets Value ETF in Q1 2026 and has held it in 2 quarters since.
184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.