Patriot Financial Group Insurance Agency 13F: Exits AVEM Stake

Patriot Financial Group Insurance Agency completely closed out its position in the Avantis Emerging Markets Equity ETF (NYSEArca: AVEM), according to a Form 13F filed with the Securities and Exchange Commission on October 14, 2026. Because 13F reports look backward at portfolio choices made at the end of a reporting period, this filing shows the fund's stance at that time and may not reflect current holdings.

What Changed in Patriot Financial Group's Avantis Emerging Markets Equity ETF Position

During the period, Patriot Financial Group sold off its entire holding in the fund. The firm parted ways with 11,459 shares, reducing its position to zero and executing a complete exit from the equity exchange-traded fund.

Avantis Emerging Markets Equity ETF Stock Down 1.7%

Shares of the Avantis fund recently traded around $88.90 as of October 16, 2026. The stock sits about 5.5% below its 50-day moving average of $94.10 and trades roughly 0.8% below its 200-day moving average of $89.61. Over the past 52 weeks, the fund has traded as low as $73.79 and as high as $100.83, placing its recent price about 20.5% above its yearly low and 11.8% below its peak. The fund carries a price-to-earnings ratio of roughly 12.2.

Dividend

The fund provides a dividend yield of roughly 2.56%, returning income to shareholders alongside its exposure to international equities.

About Avantis Emerging Markets Equity ETF

Avantis Emerging Markets Equity ETF puts its capital to work across a broad basket of companies tied to emerging market nations spanning multiple sectors, industries, and countries. The fund holds companies of all sizes, ensuring broad diversification across developing economies. Under normal conditions, at least 80% of its assets remain dedicated to equities from these regions.

Bottom Line

Institutional filings like this one offer a window into past portfolio adjustments, though they do not capture trades made after the reporting period closed. Observers will want to watch future 13f filings to see if the firm returns to the fund or directs capital elsewhere.