Prospect Financial Group’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Prospect Financial 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	$2.88M	Buy	29,892 +1,200	+4%	+$111K	2.32%	12
2026 Q1	$2.31M	Buy	28,692 +862	+3%	+$71.6K	2.13%	14
2025 Q4	$2.14M	Buy	27,830 +583	+2%	+$44.6K	1.99%	15
2025 Q3	$2.05M	Buy	27,247 +1,745	+7%	+$125K	2%	15
2025 Q2	$1.75M	Buy	25,502 +246	+1%	+$15.5K	1.83%	17
2025 Q1	$1.52M	Sell	25,256 -1,043	-4%	-$62.7K	1.94%	18
2024 Q4	$1.55M	Buy	+26,299	New	+$1.64M	1.9%	17

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 22.96% 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

Prospect Financial Group's AVEM Position: Q2 2026 in Review

Prospect Financial Group increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 4.2% in Q2 2026, buying an estimated $111K and bringing the position to 29,892 shares worth $2.88M. The position accounts for 2.32% of the portfolio, ranked #12.

Prospect Financial Group first reported a position in AVEM in Q4 2024 and has held it in 7 quarters since. 1,007 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Prospect Financial Group held 29,892 shares of Avantis Emerging Markets Equity ETF worth $2.88M as of Q2 2026.
Prospect Financial Group bought 1,200 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $111K.
Avantis Emerging Markets Equity ETF made up 2.32% of Prospect Financial Group's portfolio in Q2 2026, its #12 holding.
Prospect Financial Group first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 7 quarters since.
1,007 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Prospect Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.