ABLE Financial Group
AVDE icon

ABLE Financial Group’s Avantis International Equity ETF AVDE Stock Holding History

ABLE Financial Group’s Portfolio AVDE Stock Details AVDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.7M Buy
107,931
+1,912
+2% +$176K 1.52% 16
2026
Q2 		$9.46M Sell
106,019
-373
-0.4% -$33.4K 1.59% 17
2026
Q1 		$9.03M Buy
106,392
+2,137
+2% +$186K 1.77% 15
2025
Q4 		$8.58M Buy
104,255
+7,670
+8% +$615K 1.74% 17
2025
Q3 		$7.62M Buy
96,585
+364
+0.4% +$27.7K 1.65% 18
2025
Q2 		$7.12M Buy
+96,221
New +$6.73M 1.72% 16

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

ABLE Financial Group's AVDE Position: Q3 2026 in Review

ABLE Financial Group increased its Avantis International Equity ETF (AVDE) stake by 1.8% in Q3 2026, buying an estimated $176K and bringing the position to 107,931 shares worth $9.7M. The position accounts for 1.52% of the portfolio, ranked #16.

ABLE Financial Group first reported a position in AVDE in Q2 2025 and has held it in 6 quarters since. 150 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • ABLE Financial Group held 107,931 shares of Avantis International Equity ETF worth $9.7M as of Q3 2026.
  • ABLE Financial Group bought 1,912 Avantis International Equity ETF shares in Q3 2026, an estimated $176K.
  • Avantis International Equity ETF made up 1.52% of ABLE Financial Group's portfolio in Q3 2026, its #16 holding.
  • ABLE Financial Group first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • 150 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.