Intergy Private Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Intergy Private Wealth’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	$20.5M	Buy	218,250 +18,423	+9%	+$1.71M	4.61%	4
2026 Q2	$19.3M	Buy	+199,827	New	+$18.4M	4.45%	5

Other funds holding AVEM

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Intergy Private Wealth's AVEM Position: Q3 2026 in Review

Intergy Private Wealth increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 9.2% in Q3 2026, buying an estimated $1.71M and bringing the position to 218,250 shares worth $20.5M. The position accounts for 4.61% of the portfolio, ranked #4.

Intergy Private Wealth first reported a position in AVEM in Q2 2026 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Intergy Private Wealth held 218,250 shares of Avantis Emerging Markets Equity ETF worth $20.5M as of Q3 2026.
Intergy Private Wealth bought 18,423 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $1.71M.
Avantis Emerging Markets Equity ETF made up 4.61% of Intergy Private Wealth's portfolio in Q3 2026, its #4 holding.
Intergy Private Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q2 2026 and has held it in 2 quarters since.
219 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.