Sound Income Strategies’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Sound Income Strategies’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
2025 Q3	–	Sell	-91	Closed	-$6.24K	–	1712
2025 Q2	$6.24K	Sell	91 -179	-66%	-$11.3K	﹤0.01%	1039
2025 Q1	$16.2K	Buy	270 +91	+51%	+$5.47K	﹤0.01%	765
2024 Q4	$10.5K	Hold	179	–	–	﹤0.01%	824
2024 Q3	$11.6K	Hold	179	–	–	﹤0.01%	757
2024 Q2	$10.9K	Buy	+179	New	+$10.7K	﹤0.01%	756
2023 Q4	–	Sell	-946	Closed	-$49.9K	–	1325
2023 Q3	$49.9K	Buy	+946	New	+$51.4K	﹤0.01%	308

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

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

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sound Income Strategies's AVEM Position: Q3 2025 in Review

Sound Income Strategies sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q3 2025, closing a stake of 91 shares — an estimated $6.24K sold.

Sound Income Strategies first reported a position in AVEM in Q3 2023 and held it in 6 quarters. The position peaked at $49.9K in Q3 2023. 671 funds tracked by Wall St. Rank hold AVEM as of Q3 2025.

Sound Income Strategies reported no remaining Avantis Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
Sound Income Strategies sold 91 Avantis Emerging Markets Equity ETF shares in Q3 2025, an estimated $6.24K.
Sound Income Strategies first reported a position in Avantis Emerging Markets Equity ETF in Q3 2023 and held it in 6 quarters.
Sound Income Strategies's Avantis Emerging Markets Equity ETF position peaked at $49.9K in Q3 2023.
671 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.