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

Ariadne 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 Q2	$6.55M	Buy	73,451 +410	+0.6%	+$36.8K	2.9%	4
2026 Q1	$6.2M	Buy	73,041 +211	+0.3%	+$18.3K	2.78%	5
2025 Q4	$6.58M	Sell	72,830 -2,507	-3%	-$201K	2.72%	5
2025 Q3	$6.05M	Sell	75,337 -7,623	-9%	-$581K	2.71%	6
2025 Q2	$6.37M	Sell	82,960 -7,176	-8%	-$502K	3.04%	5
2025 Q1	$6.32M	Sell	90,136 -723	-0.8%	-$47K	3.3%	5
2024 Q4	$5.88M	Buy	90,859 +7,741	+9%	+$495K	2.69%	7
2024 Q3	$5.41M	Buy	83,118 +3,600	+5%	+$231K	2.94%	6
2024 Q2	$4.95M	Buy	+79,518	New	+$5.05M	3.83%	5

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

Ariadne Wealth Management's AVDE Position: Q2 2026 in Review

Ariadne Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 0.56% in Q2 2026, buying an estimated $36.8K and bringing the position to 73,451 shares worth $6.55M. The position accounts for 2.9% of the portfolio, ranked #4.

Ariadne Wealth Management first reported a position in AVDE in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.58M in Q4 2025. 725 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Ariadne Wealth Management held 73,451 shares of Avantis International Equity ETF worth $6.55M as of Q2 2026.
Ariadne Wealth Management bought 410 Avantis International Equity ETF shares in Q2 2026, an estimated $36.8K.
Avantis International Equity ETF made up 2.9% of Ariadne Wealth Management's portfolio in Q2 2026, its #4 holding.
Ariadne Wealth Management first reported a position in Avantis International Equity ETF in Q2 2024 and has held it in 9 quarters since.
Ariadne Wealth Management's Avantis International Equity ETF position peaked at $6.58M in Q4 2025.
725 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.