Petros Family Wealth’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Petros Family Wealth’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	$2.71M	Buy	28,060 +4,119	+17%	+$380K	1.66%	15
2026 Q1	$1.93M	Buy	23,941 +2,580	+12%	+$214K	1.37%	18
2025 Q4	$1.65M	Buy	21,361 +1,657	+8%	+$127K	1.1%	20
2025 Q3	$1.48M	Buy	19,704 +969	+5%	+$69.2K	1.24%	19
2025 Q2	$1.28M	Buy	+18,735	New	+$1.18M	1.17%	19

Other funds holding AVEM

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Petros Family Wealth's AVEM Position: Q2 2026 in Review

Petros Family Wealth increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 17% in Q2 2026, buying an estimated $380K and bringing the position to 28,060 shares worth $2.71M. The position accounts for 1.66% of the portfolio, ranked #15.

Petros Family Wealth first reported a position in AVEM in Q2 2025 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Petros Family Wealth held 28,060 shares of Avantis Emerging Markets Equity ETF worth $2.71M as of Q2 2026.
Petros Family Wealth bought 4,119 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $380K.
Avantis Emerging Markets Equity ETF made up 1.66% of Petros Family Wealth's portfolio in Q2 2026, its #15 holding.
Petros Family Wealth first reported a position in Avantis Emerging Markets Equity ETF in Q2 2025 and has held it in 5 quarters since.
414 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.