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Summit Financial’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Summit Financial’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 		$535K Sell
8,155
-160
-2% -$10.5K 0.01% 1066
2026
Q1 		$499K Buy
8,315
+2,516
+43% +$156K 0.01% 998
2025
Q4 		$338K Sell
5,799
-210
-3% -$12.1K 0.01% 1033
2025
Q3 		$345K Buy
+6,009
New +$334K 0.01% 1018

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
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 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

Summit Financial's AVES Position: Q2 2026 in Review

Summit Financial reduced its Avantis Emerging Markets Value ETF (AVES) stake by 1.9% in Q2 2026, selling an estimated $10.5K and leaving 8,155 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #1066.

Summit Financial first reported a position in AVES in Q3 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • Summit Financial held 8,155 shares of Avantis Emerging Markets Value ETF worth $535K as of Q2 2026.
  • Summit Financial sold 160 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $10.5K.
  • Avantis Emerging Markets Value ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1066 holding.
  • Summit Financial first reported a position in Avantis Emerging Markets Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.