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Orion Portfolio Solutions’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Orion Portfolio Solutions’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
2022
Q2 		– Sell
-4,366
Closed -$214K – 681
2022
Q1 		$214K Buy
+4,366
New +$217K 0.01% 665

Other funds holding AVES

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
BAM
Bayshore Asset Management Coral Gables, Florida $251M AUM 22.21% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Orion Portfolio Solutions's AVES Position: Q2 2022 in Review

Orion Portfolio Solutions sold out of Avantis Emerging Markets Value ETF (AVES) in Q2 2022, closing a stake of 4,366 shares — an estimated $214K sold.

Orion Portfolio Solutions first reported a position in AVES in Q1 2022 and held it in 1 quarter. The position peaked at $214K in Q1 2022. 29 funds tracked by Wall St. Rank hold AVES as of Q2 2022.

  • Orion Portfolio Solutions reported no remaining Avantis Emerging Markets Value ETF position as of Q2 2022 after selling out during the quarter.
  • Orion Portfolio Solutions sold 4,366 Avantis Emerging Markets Value ETF shares in Q2 2022, an estimated $214K.
  • Orion Portfolio Solutions first reported a position in Avantis Emerging Markets Value ETF in Q1 2022 and held it in 1 quarter.
  • Orion Portfolio Solutions's Avantis Emerging Markets Value ETF position peaked at $214K in Q1 2022.
  • 29 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2022.

Based on Orion Portfolio Solutions's 13F filing for Q2 2022, filed 14 Jul 2022.