XY Planning Network’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

XY Planning Network’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 Q3	$10M	Buy	106,861 +50,128	+88%	+$4.66M	1.08%	25
2026 Q2	$5.47M	Buy	56,733 +19,758	+53%	+$1.82M	0.69%	33
2026 Q1	$3.01M	Buy	36,975 +13,990	+61%	+$1.16M	0.48%	51
2025 Q4	$1.77M	Buy	22,985 +15,240	+197%	+$1.17M	0.31%	82
2025 Q3	$531K	Hold	7,745	–	–	0.18%	104
2025 Q2	$531K	Buy	7,745 +3,663	+90%	+$231K	0.18%	104
2025 Q1	$246K	Buy	4,082 +654	+19%	+$39.3K	0.16%	94
2024 Q4	$202K	Buy	+3,428	New	+$213K	0.15%	92

Other funds holding AVEM

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

XY Planning Network's AVEM Position: Q3 2026 in Review

XY Planning Network increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 88% in Q3 2026, buying an estimated $4.66M and bringing the position to 106,861 shares worth $10M. The position accounts for 1.08% of the portfolio, ranked #25.

XY Planning Network first reported a position in AVEM in Q4 2024 and has held it in 8 quarters since. 343 funds tracked by Wall St. Rank hold AVEM as of Q3 2026.

XY Planning Network held 106,861 shares of Avantis Emerging Markets Equity ETF worth $10M as of Q3 2026.
XY Planning Network bought 50,128 Avantis Emerging Markets Equity ETF shares in Q3 2026, an estimated $4.66M.
Avantis Emerging Markets Equity ETF made up 1.08% of XY Planning Network's portfolio in Q3 2026, its #25 holding.
XY Planning Network first reported a position in Avantis Emerging Markets Equity ETF in Q4 2024 and has held it in 8 quarters since.
343 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.