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

Ullmann Wealth Partners Group’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
Q2 		$23.1M Buy
239,755
+27,652
+13% +$2.55M 2.1% 12
2026
Q1 		$17.1M Buy
212,103
+67,983
+47% +$5.65M 1.77% 17
2025
Q4 		$11.2M Buy
144,120
+125,452
+672% +$9.6M 1.16% 18
2025
Q3 		$1.4M Buy
+18,668
New +$1.33M 0.15% 63

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Ullmann Wealth Partners Group's AVEM Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 13% in Q2 2026, buying an estimated $2.55M and bringing the position to 239,755 shares worth $23.1M. The position accounts for 2.1% of the portfolio, ranked #12.

Ullmann Wealth Partners Group first reported a position in AVEM in Q3 2025 and has held it in 4 quarters since. 811 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

  • Ullmann Wealth Partners Group held 239,755 shares of Avantis Emerging Markets Equity ETF worth $23.1M as of Q2 2026.
  • Ullmann Wealth Partners Group bought 27,652 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $2.55M.
  • Avantis Emerging Markets Equity ETF made up 2.1% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #12 holding.
  • Ullmann Wealth Partners Group first reported a position in Avantis Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 811 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.