Atala Financial’s Avantis International Equity ETF AVDE Stock Holding History

Atala Financial’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	$411K	Sell	4,603 -646	-12%	-$57.9K	0.25%	83
2026 Q1	$453K	Hold	5,249	–	–	0.3%	75
2025 Q4	$432K	Hold	5,249	–	–	0.28%	75
2025 Q3	$414K	Hold	5,249	–	–	0.26%	75
2025 Q2	$388K	Hold	5,249	–	–	0.27%	79
2025 Q1	$348K	Hold	5,249	–	–	0.25%	81
2024 Q4	$322K	Buy	+5,249	New	+$336K	0.23%	91

Other funds holding AVDE

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

MWM

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

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Atala Financial's AVDE Position: Q2 2026 in Review

Atala Financial reduced its Avantis International Equity ETF (AVDE) stake by 12% in Q2 2026, selling an estimated $57.9K and leaving 4,603 shares worth $411K. The position accounts for 0.25% of the portfolio, ranked #83.

Atala Financial first reported a position in AVDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $453K in Q1 2026. 263 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Atala Financial held 4,603 shares of Avantis International Equity ETF worth $411K as of Q2 2026.
Atala Financial sold 646 Avantis International Equity ETF shares in Q2 2026, an estimated $57.9K.
Avantis International Equity ETF made up 0.25% of Atala Financial's portfolio in Q2 2026, its #83 holding.
Atala Financial first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 7 quarters since.
Atala Financial's Avantis International Equity ETF position peaked at $453K in Q1 2026.
263 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.