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

Triad Wealth Partners’s Portfolio AVEM Stock Details AVEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$255K	Sell	3,169 -45	-1%	-$3.74K	0.02%	426
2025 Q4	$248K	Buy	3,214 +173	+6%	+$13.2K	0.02%	423
2025 Q3	$228K	Buy	+3,041	New	+$217K	0.03%	344
2024 Q3	–	Sell	-308	Closed	-$18.8K	–	110
2024 Q2	$18.8K	Buy	+308	New	+$18.5K	0.01%	360

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Triad Wealth Partners's AVEM Position: Q1 2026 in Review

Triad Wealth Partners reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 1.4% in Q1 2026, selling an estimated $3.74K and leaving 3,169 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #426.

Triad Wealth Partners first reported a position in AVEM in Q2 2024 and has held it in 4 quarters since. 914 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

Triad Wealth Partners held 3,169 shares of Avantis Emerging Markets Equity ETF worth $255K as of Q1 2026.
Triad Wealth Partners sold 45 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $3.74K.
Avantis Emerging Markets Equity ETF made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #426 holding.
Triad Wealth Partners first reported a position in Avantis Emerging Markets Equity ETF in Q2 2024 and has held it in 4 quarters since.
914 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.