Atwood & Palmer’s Avantis International Equity ETF AVDE Stock Holding History

Atwood & Palmer’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	$68.8M	Buy	771,462 +4,010	+0.5%	+$360K	3.67%	2
2026 Q1	$65.1M	Buy	767,452 +10,440	+1%	+$907K	3.67%	2
2025 Q4	$62.3M	Buy	757,012 +20,900	+3%	+$1.68M	3.54%	3
2025 Q3	$58.1M	Buy	736,112 +4,785	+0.7%	+$364K	3.41%	3
2025 Q2	$54.1M	Buy	731,327 +20,700	+3%	+$1.45M	3.38%	3
2025 Q1	$47.1M	Buy	710,627 +20,186	+3%	+$1.31M	3.27%	2
2024 Q4	$42.4M	Buy	690,441 +40,863	+6%	+$2.62M	2.9%	5
2024 Q3	$43.5M	Buy	649,578 +47,646	+8%	+$3.06M	2.96%	5
2024 Q2	$37.5M	Buy	601,932 +8,030	+1%	+$510K	2.84%	5
2024 Q1	$37.9M	Buy	593,902 +55,914	+10%	+$3.4M	2.87%	6
2023 Q4	$32.5M	Buy	537,988 +12,460	+2%	+$706K	2.63%	9
2023 Q3	$29.2M	Buy	525,528 +29,458	+6%	+$1.69M	2.56%	9
2023 Q2	$28.5M	Buy	496,070 +29,380	+6%	+$1.7M	2.55%	10
2023 Q1	$26.6M	Buy	466,690 +4,715	+1%	+$266K	2.5%	12
2022 Q4	$24.6M	Buy	+461,975	New	+$23.5M	2.22%	12

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

Atwood & Palmer's AVDE Position: Q2 2026 in Review

Atwood & Palmer increased its Avantis International Equity ETF (AVDE) stake by 0.52% in Q2 2026, buying an estimated $360K and bringing the position to 771,462 shares worth $68.8M. The position accounts for 3.67% of the portfolio, ranked #2.

Atwood & Palmer first reported a position in AVDE in Q4 2022 and has held it in 15 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Atwood & Palmer held 771,462 shares of Avantis International Equity ETF worth $68.8M as of Q2 2026.
Atwood & Palmer bought 4,010 Avantis International Equity ETF shares in Q2 2026, an estimated $360K.
Avantis International Equity ETF made up 3.67% of Atwood & Palmer's portfolio in Q2 2026, its #2 holding.
Atwood & Palmer first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 15 quarters since.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.