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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
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

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AFP
ATLas Financial Planning Alpharetta, Georgia $123M AUM

XY Planning Network's AVES Position: Q2 2026 in Review

XY Planning Network increased its Avantis Emerging Markets Value ETF (AVES) stake by 69% in Q2 2026, buying an estimated $278K and bringing the position to 10,433 shares worth $684K. The position accounts for 0.09% of the portfolio, ranked #174.

XY Planning Network first reported a position in AVES in Q4 2024 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold AVES as of Q2 2026.

  • XY Planning Network held 10,433 shares of Avantis Emerging Markets Value ETF worth $684K as of Q2 2026.
  • XY Planning Network bought 4,246 Avantis Emerging Markets Value ETF shares in Q2 2026, an estimated $278K.
  • Avantis Emerging Markets Value ETF made up 0.09% of XY Planning Network's portfolio in Q2 2026, its #174 holding.
  • XY Planning Network first reported a position in Avantis Emerging Markets Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 53 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.