U.S. Capital Wealth Advisors’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
Q1
$5.26M Sell
65,302
-30,423
-32% -$2.53M 0.13% 178
2025
Q4
$7.37M Buy
95,725
+22,491
+31% +$1.72M 0.19% 134
2025
Q3
$5.5M Buy
73,234
+61,191
+508% +$4.37M 0.15% 165
2025
Q2
$825K Buy
12,043
+49
+0.4% +$3.09K 0.02% 474
2025
Q1
$722K Hold
11,994
– – 0.02% 500
2024
Q4
$705K Buy
11,994
+563
+5% +$35K 0.02% 489
2024
Q3
$738K Buy
11,431
+1,133
+11% +$69.4K 0.03% 396
2024
Q2
$629K Buy
+10,298
New +$617K 0.02% 415

Other funds holding AVEM

U.S. Capital Wealth Advisors's AVEM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 32% in Q1 2026, selling an estimated $2.53M and leaving 65,302 shares worth $5.26M. The position accounts for 0.13% of the portfolio, ranked #178.

U.S. Capital Wealth Advisors first reported a position in AVEM in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.37M in Q4 2025. 920 funds tracked by Wall St. Rank hold AVEM as of Q1 2026.

  • U.S. Capital Wealth Advisors held 65,302 shares of Avantis Emerging Markets Equity ETF worth $5.26M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 30,423 Avantis Emerging Markets Equity ETF shares in Q1 2026, an estimated $2.53M.
  • Avantis Emerging Markets Equity ETF made up 0.13% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #178 holding.
  • U.S. Capital Wealth Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • U.S. Capital Wealth Advisors's Avantis Emerging Markets Equity ETF position peaked at $7.37M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.