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Belpointe Asset Management’s Avantis International Equity ETF AVDE Stock Holding History

Belpointe Asset 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 		$1.28M Buy
14,337
+974
+7% +$87.3K 0.04% 415
2026
Q1 		$1.13M Buy
13,363
+1,064
+9% +$92.5K 0.04% 415
2025
Q4 		$1.01M Buy
+12,299
New +$986K 0.04% 429

Other funds holding AVDE

Wealth Enhancement Advisory Services
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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
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
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

Belpointe Asset Management's AVDE Position: Q2 2026 in Review

Belpointe Asset Management increased its Avantis International Equity ETF (AVDE) stake by 7.3% in Q2 2026, buying an estimated $87.3K and bringing the position to 14,337 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #415.

Belpointe Asset Management first reported a position in AVDE in Q4 2025 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Belpointe Asset Management held 14,337 shares of Avantis International Equity ETF worth $1.28M as of Q2 2026.
  • Belpointe Asset Management bought 974 Avantis International Equity ETF shares in Q2 2026, an estimated $87.3K.
  • Avantis International Equity ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #415 holding.
  • Belpointe Asset Management first reported a position in Avantis International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 391 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.