1620 INVESTMENT ADVISORS, INC. AVES Avantis Emerging Markets Value ETF

Ownership history in 1620 INVESTMENT ADVISORS, INC.  ·  7 quarters on record

AI Ownership Summary

1620 INVESTMENT ADVISORS, INC. reported Avantis Emerging Markets Value ETF (AVES) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 2.13% in 2026 Q2. The latest visible filing shows AVES at 2.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1620 INVESTMENT ADVISORS, INC.'s position in Avantis Emerging Markets Value ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AVES was reported at 2.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.13% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 1620 INVESTMENT ADVISORS, INC. held AVES — position size vs. price
% of Fund (quarterly)    AVES price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 52,320 +1,795 +3.6% 2.13% $3.4M 2026-07-14 $64.23
2025 Q4 ADDED 50,525 +50,300 +22355.6% 1.96% $2.9M 2026-02-05 $61.78
2025 Q3 ADDED 225 +200 +800.0% 0.01% $13K 2025-10-07 $55.80
2025 Q2 UNCHANGED 25 0% 0.00% $1K 2025-08-07 $53.49
2025 Q1 UNCHANGED 25 0% 0.00% $1K 2025-05-14 $48.31
2024 Q4 UNCHANGED 25 0% 0.00% $1K 2025-02-11 $44.56
2024 Q3 INITIATED 25 0.00% $1K 2024-10-25 $47.08

FAQ About 1620 INVESTMENT ADVISORS, INC. and AVES

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1620 INVESTMENT ADVISORS, INC. reported owning AVES?

1620 INVESTMENT ADVISORS, INC. reported AVES across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported AVES position in 1620 INVESTMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for AVES was 2.13% in 2026 Q2.

What is the latest reported AVES position on this page?

The most recent filing on this page is 2026 Q2, when 1620 INVESTMENT ADVISORS, INC. reported 52,320 shares, equal to 2.13% of portfolio, with an estimated market value of $3.4M.

What does the chart on this AVES ownership page compare?

The chart compares 1620 INVESTMENT ADVISORS, INC.'s quarterly AVES portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1620 INVESTMENT ADVISORS, INC. time their AVES position?

Based on 13F filing dates vs. subsequent AVES price moves, 1620 INVESTMENT ADVISORS, INC. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on AVES relative to SPY over the holding period was +1.7%.

← Back to 1620 INVESTMENT ADVISORS, INC. Holdings