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

Summit Portfolio Management’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
Q1 		$6.54M Buy
+109,000
New +$6.77M 4.21% 10

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 Portfolio Management's AVES Position: Q1 2026 in Review

Summit Portfolio Management opened a new position in Avantis Emerging Markets Value ETF (AVES) in Q1 2026: 109,000 shares worth $6.54M. The stake represents 4.21% of the portfolio and ranks #10 among its holdings.

167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

  • Summit Portfolio Management held 109,000 shares of Avantis Emerging Markets Value ETF worth $6.54M as of Q1 2026.
  • Avantis Emerging Markets Value ETF was a new Summit Portfolio Management position in Q1 2026.
  • Avantis Emerging Markets Value ETF made up 4.21% of Summit Portfolio Management's portfolio in Q1 2026, its #10 holding.
  • 167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on Summit Portfolio Management's 13F filing for Q1 2026, filed 30 Apr 2026.