Perigon Wealth Management’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Perigon Wealth 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
2026 Q3	$11.2M	Buy	171,524 +6,355	+4%	+$413K	0.17%	111
2026 Q2	$10.8M	Buy	165,169 +7,409	+5%	+$485K	0.17%	122
2026 Q1	$9.46M	Buy	157,760 +4,109	+3%	+$255K	0.17%	125
2025 Q4	$8.96M	Buy	153,651 +2,636	+2%	+$153K	0.16%	125
2025 Q3	$8.66M	Buy	151,015 +11,362	+8%	+$632K	0.18%	120
2025 Q2	$7.48M	Buy	139,653 +11,765	+9%	+$583K	0.17%	122
2025 Q1	$6.03M	Sell	127,888 -12,007	-9%	-$563K	0.15%	134
2024 Q4	$6.36M	Buy	139,895 +3,879	+3%	+$193K	0.16%	131
2024 Q3	$7.09M	Buy	136,016 +9,707	+8%	+$477K	0.19%	116
2024 Q2	$6.16M	Buy	126,309 +25,314	+25%	+$1.23M	0.18%	119
2024 Q1	$4.79M	Buy	+100,995	New	+$4.65M	0.15%	144

Other funds holding AVES

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return

Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return

Perigon Wealth Management's AVES Position: Q3 2026 in Review

Perigon Wealth Management increased its Avantis Emerging Markets Value ETF (AVES) stake by 3.8% in Q3 2026, buying an estimated $413K and bringing the position to 171,524 shares worth $11.2M. The position accounts for 0.17% of the portfolio, ranked #111.

Perigon Wealth Management first reported a position in AVES in Q1 2024 and has held it in 11 quarters since. 55 funds tracked by Wall St. Rank hold AVES as of Q3 2026.

Perigon Wealth Management held 171,524 shares of Avantis Emerging Markets Value ETF worth $11.2M as of Q3 2026.
Perigon Wealth Management bought 6,355 Avantis Emerging Markets Value ETF shares in Q3 2026, an estimated $413K.
Avantis Emerging Markets Value ETF made up 0.17% of Perigon Wealth Management's portfolio in Q3 2026, its #111 holding.
Perigon Wealth Management first reported a position in Avantis Emerging Markets Value ETF in Q1 2024 and has held it in 11 quarters since.
55 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.