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Steward Partners Investment Advisory’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Steward Partners Investment Advisory’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
2026
Q2 		$4.72K Hold
72
– – ﹤0.01% 3999
2026
Q1 		$4.32K Hold
72
– – ﹤0.01% 3845
2025
Q4 		$4.2K Buy
+72
New +$4.17K ﹤0.01% 3744

Other funds holding AVES

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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 $34.3B AUM 27.35% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM

Steward Partners Investment Advisory's AVES Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Avantis Emerging Markets Value ETF (AVES) position steady in Q2 2026 at 72 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3999.

Steward Partners Investment Advisory first reported a position in AVES in Q4 2025 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Steward Partners Investment Advisory held 72 shares of Avantis Emerging Markets Value ETF worth $4.72K as of Q2 2026.
  • Steward Partners Investment Advisory left its Avantis Emerging Markets Value ETF share count unchanged in Q2 2026.
  • Avantis Emerging Markets Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3999 holding.
  • Steward Partners Investment Advisory first reported a position in Avantis Emerging Markets Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 177 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.