Advyzon Investment Management’s Avantis International Equity ETF AVDE Stock Holding History

Advyzon Investment 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 Q2	$6.18M	Buy	69,309 +13,650	+25%	+$1.22M	0.45%	49
2026 Q1	$4.72M	Buy	55,659 +5,808	+12%	+$505K	0.42%	56
2025 Q4	$4.1M	Buy	49,851 +2,137	+4%	+$171K	0.48%	49
2025 Q3	$3.76M	Buy	47,714 +25,013	+110%	+$1.9M	0.65%	36
2025 Q2	$1.68M	Buy	22,701 +10,014	+79%	+$700K	0.37%	57
2025 Q1	$841K	Buy	12,687 +144	+1%	+$9.37K	0.3%	65
2024 Q4	$770K	Buy	+12,543	New	+$803K	0.3%	66

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Advyzon Investment Management's AVDE Position: Q2 2026 in Review

Advyzon Investment Management increased its Avantis International Equity ETF (AVDE) stake by 25% in Q2 2026, buying an estimated $1.22M and bringing the position to 69,309 shares worth $6.18M. The position accounts for 0.45% of the portfolio, ranked #49.

Advyzon Investment Management first reported a position in AVDE in Q4 2024 and has held it in 7 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Advyzon Investment Management held 69,309 shares of Avantis International Equity ETF worth $6.18M as of Q2 2026.
Advyzon Investment Management bought 13,650 Avantis International Equity ETF shares in Q2 2026, an estimated $1.22M.
Avantis International Equity ETF made up 0.45% of Advyzon Investment Management's portfolio in Q2 2026, its #49 holding.
Advyzon Investment Management first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 7 quarters since.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.