Hoxton Planning & Management
AVEM icon

Hoxton Planning & Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Hoxton Planning & Management’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
Q3 		$931K Buy
9,903
+176
+2% +$16.4K 0.24% 75
2026
Q2 		$939K Sell
9,727
-128
-1% -$11.8K 0.24% 74
2026
Q1 		$794K Buy
9,855
+325
+3% +$27K 0.24% 71
2025
Q4 		$734K Buy
9,530
+305
+3% +$23.3K 0.22% 80
2025
Q3 		$693K Hold
9,225
– – 0.22% 83
2025
Q2 		$632K Sell
9,225
-4,417
-32% -$278K 0.22% 84
2025
Q1 		$821K Hold
13,642
– – 0.31% 67
2024
Q4 		$802K Sell
13,642
-191
-1% -$11.9K 0.31% 66
2024
Q3 		$894K Hold
13,833
– – 0.35% 48
2024
Q2 		$845K Hold
13,833
– – 0.39% 45
2024
Q1 		$802K Sell
13,833
-73
-0.5% -$4.1K 0.38% 47
2023
Q4 		$784K Sell
13,906
-1,353
-9% -$72.8K 0.42% 42
2023
Q3 		$806K Hold
15,259
– – 0.52% 41
2023
Q2 		$821K Sell
15,259
-313
-2% -$16.6K 0.51% 38
2023
Q1 		$824K Buy
15,572
+374
+2% +$19.9K 0.45% 36
2022
Q4 		$767K Buy
+15,198
New +$743K 0.41% 46

Other funds holding AVEM

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Hoxton Planning & Management's AVEM Position: Q3 2026 in Review

Hoxton Planning & Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.8% in Q3 2026, buying an estimated $16.4K and bringing the position to 9,903 shares worth $931K. The position accounts for 0.24% of the portfolio, ranked #75.

Hoxton Planning & Management first reported a position in AVEM in Q4 2022 and has held it in 16 quarters since. The position peaked at $939K in Q2 2026. 289 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

  • Hoxton Planning & Management held 9,903 shares of Avantis Emerging Markets Equity ETF worth $931K as of Q3 2026.
  • Hoxton Planning & Management bought 176 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $16.4K.
  • Avantis Emerging Markets Equity ETF made up 0.24% of Hoxton Planning & Management's portfolio in Q3 2026, its #75 holding.
  • Hoxton Planning & Management first reported a position in Avantis Emerging Markets Equity ETF in Q4 2022 and has held it in 16 quarters since.
  • Hoxton Planning & Management's Avantis Emerging Markets Equity ETF position peaked at $939K in Q2 2026.
  • 289 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.