Prevail Innovative Wealth Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Prevail Innovative Wealth Advisors’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 Q1	$2.7M	Buy	33,480 +2,705	+9%	+$225K	0.45%	70
2025 Q4	$2.37M	Buy	30,775 +7,169	+30%	+$549K	0.42%	81
2025 Q3	$1.77M	Sell	23,606 -1,249	-5%	-$89.2K	0.34%	105
2025 Q2	$1.7M	Buy	24,855 +5,403	+28%	+$340K	0.38%	82
2025 Q1	$1.17M	Buy	+19,452	New	+$1.17M	0.31%	99

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Prevail Innovative Wealth Advisors's AVEM Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 8.8% in Q1 2026, buying an estimated $225K and bringing the position to 33,480 shares worth $2.7M. The position accounts for 0.45% of the portfolio, ranked #70.

Prevail Innovative Wealth Advisors first reported a position in AVEM in Q1 2025 and has held it in 5 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Prevail Innovative Wealth Advisors held 33,480 shares of Avantis Emerging Markets Equity ETF worth $2.7M as of Q1 2026.
Prevail Innovative Wealth Advisors bought 2,705 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $225K.
Avantis Emerging Markets Equity ETF made up 0.45% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #70 holding.
Prevail Innovative Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q1 2025 and has held it in 5 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.