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 Q3	$1.6M	Buy	17,742 +3,405	+24%	+$313K	0.04%	382
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

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Belpointe Asset Management's AVDE Position: Q3 2026 in Review

Belpointe Asset Management increased its Avantis International Equity ETF (AVDE) stake by 24% in Q3 2026, buying an estimated $313K and bringing the position to 17,742 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #382.

Belpointe Asset Management first reported a position in AVDE in Q4 2025 and has held it in 4 quarters since. 700 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

Belpointe Asset Management held 17,742 shares of Avantis International Equity ETF worth $1.6M as of Q3 2026.
Belpointe Asset Management bought 3,405 Avantis International Equity ETF shares in Q3 2026, an estimated $313K.
Avantis International Equity ETF made up 0.04% of Belpointe Asset Management's portfolio in Q3 2026, its #382 holding.
Belpointe Asset Management first reported a position in Avantis International Equity ETF in Q4 2025 and has held it in 4 quarters since.
700 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.