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Atria Investments’s Avantis International Equity ETF AVDE Stock Holding History

Atria Investments’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
Q1 		$1.03M Sell
12,142
-13,739
-53% -$1.19M 0.01% 1041
2025
Q4 		$2.13M Buy
25,881
+9,624
+59% +$772K 0.02% 700
2025
Q3 		$1.28M Buy
16,257
+8,314
+105% +$633K 0.01% 924
2025
Q2 		$588K Buy
7,943
+3,201
+68% +$224K 0.01% 1331
2025
Q1 		$314K Buy
+4,742
New +$308K ﹤0.01% 1597

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Atria Investments's AVDE Position: Q1 2026 in Review

Atria Investments reduced its Avantis International Equity ETF (AVDE) stake by 53% in Q1 2026, selling an estimated $1.19M and leaving 12,142 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1041.

Atria Investments first reported a position in AVDE in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.13M in Q4 2025. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • Atria Investments held 12,142 shares of Avantis International Equity ETF worth $1.03M as of Q1 2026.
  • Atria Investments sold 13,739 Avantis International Equity ETF shares in Q1 2026, an estimated $1.19M.
  • Avantis International Equity ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1041 holding.
  • Atria Investments first reported a position in Avantis International Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Atria Investments's Avantis International Equity ETF position peaked at $2.13M in Q4 2025.
  • 671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.