XY Planning Network’s Avantis Emerging Markets Value ETF AVES Stock Holding History

XY Planning Network’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 Q3	$687K	Buy	10,542 +109	+1%	+$7.08K	0.07%	201
2026 Q2	$684K	Buy	10,433 +4,246	+69%	+$278K	0.09%	174
2026 Q1	$372K	Buy	6,187 +332	+6%	+$20.6K	0.06%	210
2025 Q4	$341K	Sell	5,855 -222	-4%	-$12.8K	0.06%	201
2025 Q3	$325K	Hold	6,077	–	–	0.11%	137
2025 Q2	$325K	Buy	6,077 +1,411	+30%	+$69.9K	0.11%	137
2025 Q1	$220K	Sell	4,666 -1,039	-18%	-$48.7K	0.15%	100
2024 Q4	$264K	Buy	+5,705	New	+$283K	0.2%	80

Other funds holding AVES

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

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

EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return

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

XY Planning Network increased its Avantis Emerging Markets Value ETF (AVES) stake by 1% in Q3 2026, buying an estimated $7.08K and bringing the position to 10,542 shares worth $687K. The position accounts for 0.07% of the portfolio, ranked #201.

XY Planning Network first reported a position in AVES in Q4 2024 and has held it in 8 quarters since. 55 funds tracked by Wall St. Rank hold AVES as of Q3 2026.

XY Planning Network held 10,542 shares of Avantis Emerging Markets Value ETF worth $687K as of Q3 2026.
XY Planning Network bought 109 Avantis Emerging Markets Value ETF shares in Q3 2026, an estimated $7.08K.
Avantis Emerging Markets Value ETF made up 0.07% of XY Planning Network's portfolio in Q3 2026, its #201 holding.
XY Planning Network first reported a position in Avantis Emerging Markets Value ETF in Q4 2024 and has held it in 8 quarters since.
55 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q3 2026.

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