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Independence Bank of Kentucky’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Independence Bank of Kentucky’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 		$7.84M Buy
81,226
+22,913
+39% +$2.11M 0.88% 23
2026
Q1 		$4.7M Buy
58,313
+20,211
+53% +$1.68M 0.6% 37
2025
Q4 		$2.93M Buy
38,102
+29,357
+336% +$2.25M 0.37% 56
2025
Q3 		$657K Buy
+8,745
New +$625K 0.08% 183

Other funds holding AVEM

AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

Independence Bank of Kentucky's AVEM Position: Q2 2026 in Review

Independence Bank of Kentucky increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 39% in Q2 2026, buying an estimated $2.11M and bringing the position to 81,226 shares worth $7.84M. The position accounts for 0.88% of the portfolio, ranked #23.

Independence Bank of Kentucky first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. 547 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Independence Bank of Kentucky held 81,226 shares of Avantis Emerging Markets Equity ETF worth $7.84M as of Q2 2026.
  • Independence Bank of Kentucky bought 22,913 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $2.11M.
  • Avantis Emerging Markets Equity ETF made up 0.88% of Independence Bank of Kentucky's portfolio in Q2 2026, its #23 holding.
  • Independence Bank of Kentucky first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 547 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.