Principal Securities’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Principal Securities’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	$1.09M	Buy	13,474 +259	+2%	+$21.5K	0.02%	705
2025 Q4	$1.02M	Buy	13,215 +6,320	+92%	+$484K	0.02%	690
2025 Q3	$518K	Buy	6,895 +6,774	+5,598%	+$484K	0.01%	900
2025 Q2	$8.32K	Sell	121 -4	-3%	-$252	﹤0.01%	2692
2025 Q1	$7.35K	Hold	125	–	–	﹤0.01%	2647
2024 Q4	$7.35K	Hold	125	–	–	﹤0.01%	2644
2024 Q3	$8.07K	Sell	125 -866	-87%	-$53K	﹤0.01%	2526
2024 Q2	$60.5K	Buy	991 +431	+77%	+$25.8K	﹤0.01%	1530
2024 Q1	$32.5K	Buy	560 +15	+3%	+$843	﹤0.01%	1761
2023 Q4	$30.7K	Buy	+545	New	+$29.3K	﹤0.01%	1708

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

Principal Securities's AVEM Position: Q1 2026 in Review

Principal Securities increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 2% in Q1 2026, buying an estimated $21.5K and bringing the position to 13,474 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #705.

Principal Securities first reported a position in AVEM in Q4 2023 and has held it in 10 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Principal Securities held 13,474 shares of Avantis Emerging Markets Equity ETF worth $1.09M as of Q1 2026.
Principal Securities bought 259 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $21.5K.
Avantis Emerging Markets Equity ETF made up 0.02% of Principal Securities's portfolio in Q1 2026, its #705 holding.
Principal Securities first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 10 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.