Caerus Investment Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Caerus Investment Advisors’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 Q1	$704K	Buy	+8,300	New	+$721K	0.29%	67

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Caerus Investment Advisors's AVDE Position: Q1 2026 in Review

Caerus Investment Advisors opened a new position in Avantis International Equity ETF (AVDE) in Q1 2026: 8,300 shares worth $704K. The stake represents 0.29% of the portfolio and ranks #67 among its holdings.

672 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

Caerus Investment Advisors held 8,300 shares of Avantis International Equity ETF worth $704K as of Q1 2026.
Avantis International Equity ETF was a new Caerus Investment Advisors position in Q1 2026.
Avantis International Equity ETF made up 0.29% of Caerus Investment Advisors's portfolio in Q1 2026, its #67 holding.
672 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.