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Kestra Investment Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Kestra Investment Management’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
2025
Q1 		– Sell
-53
Closed -$2.43K – 933
2024
Q4 		$2.43K Buy
+53
New +$2.63K ﹤0.01% 1009

Other funds holding AVES

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Focus Partners Wealth
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CIG
CCM Investment Group Northfield, Minnesota $946M AUM
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kestra Investment Management's AVES Position: Q1 2025 in Review

Kestra Investment Management sold out of Avantis Emerging Markets Value ETF (AVES) in Q1 2025, closing a stake of 53 shares — an estimated $2.43K sold.

Kestra Investment Management first reported a position in AVES in Q4 2024 and held it in 1 quarter. The position peaked at $2.43K in Q4 2024. 121 funds tracked by Wall St. Rank hold AVES as of Q1 2025.

  • Kestra Investment Management reported no remaining Avantis Emerging Markets Value ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 53 Avantis Emerging Markets Value ETF shares in Q1 2025, an estimated $2.43K.
  • Kestra Investment Management first reported a position in Avantis Emerging Markets Value ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Avantis Emerging Markets Value ETF position peaked at $2.43K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.