Invenio Wealth Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Invenio Wealth Partners’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	$12.7M	Buy	131,477 +576	+0.4%	+$53.1K	4.54%	7
2026 Q1	$10.5M	Buy	130,901 +45,602	+53%	+$3.79M	4.19%	7
2025 Q4	$6.57M	Buy	85,299 +19,901	+30%	+$1.52M	2.44%	15
2025 Q3	$4.91M	Buy	+65,398	New	+$4.67M	1.79%	19

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Invenio Wealth Partners's AVEM Position: Q2 2026 in Review

Invenio Wealth Partners increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.44% in Q2 2026, buying an estimated $53.1K and bringing the position to 131,477 shares worth $12.7M. The position accounts for 4.54% of the portfolio, ranked #7.

Invenio Wealth Partners first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Invenio Wealth Partners held 131,477 shares of Avantis Emerging Markets Equity ETF worth $12.7M as of Q2 2026.
Invenio Wealth Partners bought 576 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $53.1K.
Avantis Emerging Markets Equity ETF made up 4.54% of Invenio Wealth Partners's portfolio in Q2 2026, its #7 holding.
Invenio Wealth Partners first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.