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Oak Wealth Advisors’s Avantis All International Markets Equity ETF AVNM Stock Holding History

Oak Wealth Advisors’s Portfolio AVNM Stock Details AVNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.58M Buy
19,240
+1,484
+8% +$122K 0.76% 19
2026
Q1 		$1.35M Buy
17,756
+1,464
+9% +$114K 0.74% 20
2025
Q4 		$1.2M Buy
16,292
+3,109
+24% +$223K 0.69% 21
2025
Q3 		$931K Buy
13,183
+1,487
+13% +$101K 0.54% 27
2025
Q2 		$764K Buy
11,696
+4,332
+59% +$266K 0.49% 29
2025
Q1 		$429K Buy
7,364
+1,781
+32% +$102K 0.32% 38
2024
Q4 		$306K Buy
+5,583
New +$321K 0.24% 49

Other funds holding AVNM

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
DWAM
Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Oak Wealth Advisors's AVNM Position: Q2 2026 in Review

Oak Wealth Advisors increased its Avantis All International Markets Equity ETF (AVNM) stake by 8.4% in Q2 2026, buying an estimated $122K and bringing the position to 19,240 shares worth $1.58M. The position accounts for 0.76% of the portfolio, ranked #19.

Oak Wealth Advisors first reported a position in AVNM in Q4 2024 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold AVNM as of Q2 2026.

  • Oak Wealth Advisors held 19,240 shares of Avantis All International Markets Equity ETF worth $1.58M as of Q2 2026.
  • Oak Wealth Advisors bought 1,484 Avantis All International Markets Equity ETF shares in Q2 2026, an estimated $122K.
  • Avantis All International Markets Equity ETF made up 0.76% of Oak Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Oak Wealth Advisors first reported a position in Avantis All International Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 19 funds tracked by Wall St. Rank held Avantis All International Markets Equity ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.