Accel Wealth Management
AVDE icon

Accel Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Accel Wealth Management’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 		$215K Hold
2,383
– – 0.05% 288
2026
Q2 		$213K Hold
2,383
– – 0.05% 282
2026
Q1 		$202K Sell
2,383
-260
-10% -$22.6K 0.05% 275
2025
Q4 		$218K Sell
2,643
-80
-3% -$6.42K 0.06% 261
2025
Q3 		$215K Sell
2,723
-432
-14% -$32.9K 0.06% 255
2025
Q2 		$234K Hold
3,155
– – 0.08% 223
2025
Q1 		$209K Buy
+3,155
New +$205K 0.08% 230
2024
Q4 		– Sell
-3,225
Closed -$216K – 253
2024
Q3 		$216K Sell
3,225
-28
-0.9% -$1.8K 0.08% 228
2024
Q2 		$203K Hold
3,253
– – 0.08% 225
2024
Q1 		$207K Buy
+3,253
New +$198K 0.09% 211

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
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Accel Wealth Management's AVDE Position: Q3 2026 in Review

Accel Wealth Management held its Avantis International Equity ETF (AVDE) position steady in Q3 2026 at 2,383 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #288.

Accel Wealth Management first reported a position in AVDE in Q1 2024 and has held it in 10 quarters since. The position peaked at $234K in Q2 2025. 331 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • Accel Wealth Management held 2,383 shares of Avantis International Equity ETF worth $215K as of Q3 2026.
  • Accel Wealth Management left its Avantis International Equity ETF share count unchanged in Q3 2026.
  • Avantis International Equity ETF made up 0.05% of Accel Wealth Management's portfolio in Q3 2026, its #288 holding.
  • Accel Wealth Management first reported a position in Avantis International Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • Accel Wealth Management's Avantis International Equity ETF position peaked at $234K in Q2 2025.
  • 331 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.