PS
AVES icon

Principal Securities’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,171
Closed -$67.2K – 1514
2025
Q3 		$67.2K Sell
1,171
-18
-2% -$1K ﹤0.01% 1809
2025
Q2 		$63.7K Sell
1,189
-20
-2% -$991 ﹤0.01% 1760
2025
Q1 		$55.9K Hold
1,209
– – ﹤0.01% 1710
2024
Q4 		$55.9K Buy
1,209
+21
+2% +$1.04K ﹤0.01% 1710
2024
Q3 		$61.9K Buy
+1,188
New +$58.3K ﹤0.01% 1600

Other funds holding AVES

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M AUM

Principal Securities's AVES Position: Q4 2025 in Review

Principal Securities sold out of Avantis Emerging Markets Value ETF (AVES) in Q4 2025, closing a stake of 1,171 shares — an estimated $67.2K sold.

Principal Securities first reported a position in AVES in Q3 2024 and held it in 5 quarters. The position peaked at $67.2K in Q3 2025. 152 funds tracked by Wall St. Rank hold AVES as of Q4 2025.

  • Principal Securities reported no remaining Avantis Emerging Markets Value ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,171 Avantis Emerging Markets Value ETF shares in Q4 2025, an estimated $67.2K.
  • Principal Securities first reported a position in Avantis Emerging Markets Value ETF in Q3 2024 and held it in 5 quarters.
  • Principal Securities's Avantis Emerging Markets Value ETF position peaked at $67.2K in Q3 2025.
  • 152 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.