Summit Wealth Partners’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.72M Buy
80,010
+1,303
+2% +$120K 1.1% 27
2026
Q1
$6.34M Buy
78,707
+2,509
+3% +$208K 1% 29
2025
Q4
$5.87M Buy
76,198
+3,092
+4% +$237K 1.08% 28
2025
Q3
$5.49M Buy
73,106
+2,799
+4% +$200K 0.99% 27
2025
Q2
$4.82M Buy
70,307
+13,613
+24% +$857K 0.92% 27
2025
Q1
$3.41M Buy
56,694
+11,552
+26% +$695K 0.69% 36
2024
Q4
$2.65M Buy
45,142
+4,233
+10% +$263K 0.55% 41
2024
Q3
$2.64M Buy
40,909
+7,617
+23% +$466K 0.51% 41
2024
Q2
$2.03M Buy
33,292
+14,850
+81% +$890K 0.42% 46
2024
Q1
$1.07M Buy
18,442
+13,904
+306% +$782K 0.23% 74
2023
Q4
$256K Buy
+4,538
New +$244K 0.06% 181

Other funds holding AVEM

Summit Wealth Partners's AVEM Position: Q2 2026 in Review

Summit Wealth Partners increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.7% in Q2 2026, buying an estimated $120K and bringing the position to 80,010 shares worth $7.72M. The position accounts for 1.1% of the portfolio, ranked #27.

Summit Wealth Partners first reported a position in AVEM in Q4 2023 and has held it in 11 quarters since. 1,004 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Summit Wealth Partners held 80,010 shares of Avantis Emerging Markets Equity ETF worth $7.72M as of Q2 2026.
  • Summit Wealth Partners bought 1,303 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $120K.
  • Avantis Emerging Markets Equity ETF made up 1.1% of Summit Wealth Partners's portfolio in Q2 2026, its #27 holding.
  • Summit Wealth Partners first reported a position in Avantis Emerging Markets Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,004 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.