Physician Wealth Solutions’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Physician Wealth 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
2026 Q3	$259K	Hold	3,977	–	–	0.1%	43
2026 Q2	$261K	Hold	3,977	–	–	0.1%	43
2026 Q1	$239K	Hold	3,977	–	–	0.1%	43
2025 Q4	$232K	Hold	3,977	–	–	0.1%	45
2025 Q3	$228K	Sell	3,977 -382	-9%	-$21.2K	0.1%	46
2025 Q2	$233K	Buy	+4,359	New	+$216K	0.11%	43

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

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

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

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Northland Capital Management Virginia, Minnesota $218M AUM 8.87% 1-Year Est. Return

Physician Wealth Solutions's AVES Position: Q3 2026 in Review

Physician Wealth Solutions held its Avantis Emerging Markets Value ETF (AVES) position steady in Q3 2026 at 3,977 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #43.

Physician Wealth Solutions first reported a position in AVES in Q2 2025 and has held it in 6 quarters since. The position peaked at $261K in Q2 2026. 40 funds tracked by Wall St. Rank hold AVES as of Q3 2026.

Physician Wealth Solutions held 3,977 shares of Avantis Emerging Markets Value ETF worth $259K as of Q3 2026.
Physician Wealth Solutions left its Avantis Emerging Markets Value ETF share count unchanged in Q3 2026.
Avantis Emerging Markets Value ETF made up 0.1% of Physician Wealth Solutions's portfolio in Q3 2026, its #43 holding.
Physician Wealth Solutions first reported a position in Avantis Emerging Markets Value ETF in Q2 2025 and has held it in 6 quarters since.
Physician Wealth Solutions's Avantis Emerging Markets Value ETF position peaked at $261K in Q2 2026.
40 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.