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Waverly Advisors’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Waverly Advisors’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 		$620K Buy
10,345
+1
+0% +$62 ﹤0.01% 981
2025
Q4 		$603K Sell
10,344
-73
-0.7% -$4.22K ﹤0.01% 935
2025
Q3 		$598K Hold
10,417
– – 0.01% 789
2025
Q2 		$558K Sell
10,417
-92
-0.9% -$4.56K 0.01% 766
2025
Q1 		$496K Buy
10,509
+21
+0.2% +$984 0.01% 773
2024
Q4 		$485K Sell
10,488
-10
-0.1% -$496 0.01% 694
2024
Q3 		$547K Buy
10,498
+304
+3% +$14.9K 0.01% 566
2024
Q2 		$497K Sell
10,194
-11,082
-52% -$539K 0.01% 579
2024
Q1 		$1.01M Sell
21,276
-1,280
-6% -$58.9K 0.02% 364
2023
Q4 		$1.04M Sell
22,556
-491
-2% -$21.6K 0.04% 215
2023
Q3 		$1M Sell
23,047
-1,292
-5% -$57.1K 0.04% 198
2023
Q2 		$1.06M Buy
+24,339
New +$1.05M 0.05% 177

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 $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 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 $25.1B AUM 22.95% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return

Waverly Advisors's AVES Position: Q1 2026 in Review

Waverly Advisors increased its Avantis Emerging Markets Value ETF (AVES) stake by 0.01% in Q1 2026, buying an estimated $62 and bringing the position to 10,345 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Waverly Advisors first reported a position in AVES in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.06M in Q2 2023. 167 funds tracked by Wall St. Rank hold AVES as of Q1 2026.

  • Waverly Advisors held 10,345 shares of Avantis Emerging Markets Value ETF worth $620K as of Q1 2026.
  • Waverly Advisors bought 1 Avantis Emerging Markets Value ETF share in Q1 2026, an estimated $62.
  • Avantis Emerging Markets Value ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #981 holding.
  • Waverly Advisors first reported a position in Avantis Emerging Markets Value ETF in Q2 2023 and has held it in 12 quarters since.
  • Waverly Advisors's Avantis Emerging Markets Value ETF position peaked at $1.06M in Q2 2023.
  • 167 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.