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

Activest 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	$16.5M	Buy	182,992 +17,808	+11%	+$1.64M	3.05%	7
2026 Q2	$14.7M	Buy	165,184 +13,142	+9%	+$1.18M	2.85%	7
2026 Q1	$12.9M	Buy	152,042 +60,511	+66%	+$5.26M	2.27%	11
2025 Q4	$7.53M	Buy	91,531 +11,086	+14%	+$889K	1.41%	13
2025 Q3	$6.35M	Buy	80,445 +71,921	+844%	+$5.48M	1.29%	14
2025 Q2	$631K	Buy	8,524 +31	+0.4%	+$2.17K	0.15%	58
2025 Q1	$563K	Hold	8,493	–	–	0.15%	62
2024 Q4	$521K	Buy	8,493 +1,553	+22%	+$99.4K	0.15%	60
2024 Q3	$465K	Hold	6,940	–	–	0.14%	60
2024 Q2	$432K	Buy	6,940 +6,002	+640%	+$381K	0.14%	58
2024 Q1	$59.8K	Buy	+938	New	+$57.1K	0.03%	104

Other funds holding AVDE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

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

Activest Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 11% in Q3 2026, buying an estimated $1.64M and bringing the position to 182,992 shares worth $16.5M. The position accounts for 3.05% of the portfolio, ranked #7.

Activest Wealth Management first reported a position in AVDE in Q1 2024 and has held it in 11 quarters since. 287 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

Activest Wealth Management held 182,992 shares of Avantis International Equity ETF worth $16.5M as of Q3 2026.
Activest Wealth Management bought 17,808 Avantis International Equity ETF shares in Q3 2026, an estimated $1.64M.
Avantis International Equity ETF made up 3.05% of Activest Wealth Management's portfolio in Q3 2026, its #7 holding.
Activest Wealth Management first reported a position in Avantis International Equity ETF in Q1 2024 and has held it in 11 quarters since.
287 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.