BWS
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Broadway Wealth Solutions’s Avantis International Equity ETF AVDE Stock Holding History

Broadway Wealth Solutions’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 		$17.8M Buy
199,247
+6,821
+4% +$612K 8.3% 4
2026
Q1 		$16.3M Buy
192,426
+1,125
+0.6% +$97.8K 8.44% 4
2025
Q4 		$15.7M Buy
191,301
+3,279
+2% +$263K 8.41% 4
2025
Q3 		$14.8M Buy
188,022
+11,872
+7% +$904K 8.32% 4
2025
Q2 		$13M Buy
176,150
+8,907
+5% +$623K 8.12% 4
2025
Q1 		$11.1M Buy
167,243
+8,162
+5% +$531K 8.09% 4
2024
Q4 		$9.76M Buy
+159,081
New +$10.2M 7.4% 4

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Broadway Wealth Solutions's AVDE Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Avantis International Equity ETF (AVDE) stake by 3.5% in Q2 2026, buying an estimated $612K and bringing the position to 199,247 shares worth $17.8M. The position accounts for 8.3% of the portfolio, ranked #4.

Broadway Wealth Solutions first reported a position in AVDE in Q4 2024 and has held it in 7 quarters since. 726 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Broadway Wealth Solutions held 199,247 shares of Avantis International Equity ETF worth $17.8M as of Q2 2026.
  • Broadway Wealth Solutions bought 6,821 Avantis International Equity ETF shares in Q2 2026, an estimated $612K.
  • Avantis International Equity ETF made up 8.3% of Broadway Wealth Solutions's portfolio in Q2 2026, its #4 holding.
  • Broadway Wealth Solutions first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 726 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.