Outbound Financial Inc’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Outbound Financial Inc’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	$2.26M	Sell	24,057 -130	-0.5%	-$12.1K	1.44%	18
2026 Q2	$2.33M	Sell	24,187 -67	-0.3%	-$6.18K	1.51%	18
2026 Q1	$1.95M	Sell	24,254 -189	-0.8%	-$15.7K	1.47%	17
2025 Q4	$1.88M	Sell	24,443 -181	-0.7%	-$13.9K	1.47%	18
2025 Q3	$1.85M	Sell	24,624 -119	-0.5%	-$8.5K	1.51%	18
2025 Q2	$1.7M	Buy	+24,743	New	+$1.56M	1.55%	15

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 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

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 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

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Outbound Financial Inc's AVEM Position: Q3 2026 in Review

Outbound Financial Inc reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 0.54% in Q3 2026, selling an estimated $12.1K and leaving 24,057 shares worth $2.26M. The position accounts for 1.44% of the portfolio, ranked #18.

Outbound Financial Inc first reported a position in AVEM in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.33M in Q2 2026. 343 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

Outbound Financial Inc held 24,057 shares of Avantis Emerging Markets Equity ETF worth $2.26M as of Q3 2026.
Outbound Financial Inc sold 130 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $12.1K.
Avantis Emerging Markets Equity ETF made up 1.44% of Outbound Financial Inc's portfolio in Q3 2026, its #18 holding.
Outbound Financial Inc first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 6 quarters since.
Outbound Financial Inc's Avantis Emerging Markets Equity ETF position peaked at $2.33M in Q2 2026.
343 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on Outbound Financial Inc's 13F filing for Q3 2026, filed 13 Oct 2026.