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SWP
Stratos Wealth Partners’s
Avantis Emerging Markets Equity ETF
AVEM
Stock Holding History
Stratos Wealth Partners’s Portfolio
AVEM Stock Details
AVEM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$3.85M
Buy
47,787
+17,675
+59%
+$1.47M
0.04%
388
2025
Q4
$2.32M
Buy
30,112
+6,031
+25%
+$462K
0.03%
505
2025
Q3
$1.81M
Buy
24,081
+1,719
+8%
+$123K
0.02%
562
2025
Q2
$1.53M
Buy
22,362
+1,495
+7%
+$94.2K
0.02%
563
2025
Q1
$1.26M
Sell
20,867
-41
-0.2%
-$2.46K
0.02%
578
2024
Q4
$1.23M
Sell
20,908
-877
-4%
-$54.6K
0.02%
623
2024
Q3
$1.41M
Buy
21,785
+6,382
+41%
+$391K
0.02%
560
2024
Q2
$941K
Buy
15,403
+554
+4%
+$33.2K
0.02%
669
2024
Q1
$861K
Buy
14,849
+1,116
+8%
+$62.7K
0.01%
701
2023
Q4
$774K
Buy
13,733
+4,102
+43%
+$221K
0.01%
712
2023
Q3
$508K
Buy
9,631
+438
+5%
+$23.8K
0.01%
813
2023
Q2
$495K
Buy
+9,193
New
+$489K
0.01%
772
2022
Q2
–
Sell
-19,428
Closed
-$1.15M
–
1198
2022
Q1
$1.15M
Sell
19,428
-7,473
-28%
-$458K
0.03%
514
2021
Q4
$1.7M
Sell
26,901
-6,664
-20%
-$429K
0.04%
402
2021
Q3
$2.17M
Buy
33,565
+1,035
+3%
+$68.6K
0.06%
299
2021
Q2
$2.26M
Buy
32,530
+7,677
+31%
+$522K
0.06%
304
2021
Q1
$1.63M
Buy
+24,853
New
+$1.64M
0.05%
360
Other funds holding AVEM
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SC
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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