PFGIA
AVEM icon

Patriot Financial Group Insurance Agency’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.11M Sell
11,459
-21,775
-66% -$2.01M 0.11% 205
2026
Q1 		$2.68M Buy
33,234
+19,881
+149% +$1.65M 0.15% 169
2025
Q4 		$1.03M Buy
13,353
+7,168
+116% +$549K 0.12% 203
2025
Q3 		$465K Buy
+6,185
New +$442K 0.06% 302

Other funds holding AVEM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AVEM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 66% in Q2 2026, selling an estimated $2.01M and leaving 11,459 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #205.

Patriot Financial Group Insurance Agency first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.68M in Q1 2026. 585 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 11,459 shares of Avantis Emerging Markets Equity ETF worth $1.11M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 21,775 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $2.01M.
  • Avantis Emerging Markets Equity ETF made up 0.11% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #205 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Patriot Financial Group Insurance Agency's Avantis Emerging Markets Equity ETF position peaked at $2.68M in Q1 2026.
  • 585 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.