Capital Planning Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Capital Planning 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	$26.8M	Buy	315,497 +6,045	+2%	+$525K	3.87%	8
2025 Q4	$25.5M	Buy	309,452 +6,440	+2%	+$517K	3.41%	10
2025 Q3	$23.9M	Buy	303,012 +13,972	+5%	+$1.06M	3.28%	9
2025 Q2	$21.4M	Buy	+289,040	New	+$20.2M	3.14%	9

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MWM

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

Capital Planning Advisors's AVDE Position: Q1 2026 in Review

Capital Planning Advisors increased its Avantis International Equity ETF (AVDE) stake by 2% in Q1 2026, buying an estimated $525K and bringing the position to 315,497 shares worth $26.8M. The position accounts for 3.87% of the portfolio, ranked #8.

Capital Planning Advisors first reported a position in AVDE in Q2 2025 and has held it in 4 quarters since. 673 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

Capital Planning Advisors held 315,497 shares of Avantis International Equity ETF worth $26.8M as of Q1 2026.
Capital Planning Advisors bought 6,045 Avantis International Equity ETF shares in Q1 2026, an estimated $525K.
Avantis International Equity ETF made up 3.87% of Capital Planning Advisors's portfolio in Q1 2026, its #8 holding.
Capital Planning Advisors first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 4 quarters since.
673 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.