Poinciana Advisors Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Poinciana Advisors Group’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	$4.78M	Sell	45,405 -4,297	-9%	-$396K	3.55%	7
2026 Q1	$4.01M	Sell	49,702 -231	-0.5%	-$19.2K	3.16%	8
2025 Q4	$3.85M	Sell	49,933 -376	-0.7%	-$28.8K	3.03%	8
2025 Q3	$3.78M	Sell	50,309 -2,193	-4%	-$157K	3.19%	8
2025 Q2	$3.6M	Buy	52,502 +2,491	+5%	+$157K	3.24%	8
2025 Q1	$3.01M	Buy	50,011 +533	+1%	+$32K	3.12%	9
2024 Q4	$2.91M	Buy	+49,478	New	+$3.08M	2.95%	9

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Poinciana Advisors Group's AVEM Position: Q2 2026 in Review

Poinciana Advisors Group reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 8.6% in Q2 2026, selling an estimated $396K and leaving 45,405 shares worth $4.78M. The position accounts for 3.55% of the portfolio, ranked #7.

Poinciana Advisors Group first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. 1,011 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Poinciana Advisors Group held 45,405 shares of Avantis Emerging Markets Equity ETF worth $4.78M as of Q2 2026.
Poinciana Advisors Group sold 4,297 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $396K.
Avantis Emerging Markets Equity ETF made up 3.55% of Poinciana Advisors Group's portfolio in Q2 2026, its #7 holding.
Poinciana Advisors Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
1,011 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.