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 Q3	$19.1M	Buy	211,905 +12,658	+6%	+$1.16M	8.56%	4
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	$9.8M	Buy	+159,081	New	+$10.2M	7.4%	4

Other funds holding AVDE

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Broadway Wealth Solutions's AVDE Position: Q3 2026 in Review

Broadway Wealth Solutions increased its Avantis International Equity ETF (AVDE) stake by 6.4% in Q3 2026, buying an estimated $1.16M and bringing the position to 211,905 shares worth $19.1M. The position accounts for 8.56% of the portfolio, ranked #4.

Broadway Wealth Solutions first reported a position in AVDE in Q4 2024 and has held it in 8 quarters since. 460 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

Broadway Wealth Solutions held 211,905 shares of Avantis International Equity ETF worth $19.1M as of Q3 2026.
Broadway Wealth Solutions bought 12,658 Avantis International Equity ETF shares in Q3 2026, an estimated $1.16M.
Avantis International Equity ETF made up 8.56% of Broadway Wealth Solutions's portfolio in Q3 2026, its #4 holding.
Broadway Wealth Solutions first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 8 quarters since.
460 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.