Clarion Wealth Managment Partners’s Avantis International Equity ETF AVDE Stock Holding History

Clarion Wealth Managment Partners’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	$12.2M	Buy	143,946 +59,726	+71%	+$5.19M	11.06%	1
2025 Q4	$6.93M	Buy	84,220 +39,760	+89%	+$3.19M	6.42%	5
2025 Q3	$3.51M	Buy	44,460 +31,898	+254%	+$2.43M	3.46%	6
2025 Q2	$930K	Buy	+12,562	New	+$878K	1.02%	32

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 $4.86B AUM 22.78% 1-Year Est. Return

Clarion Wealth Managment Partners's AVDE Position: Q1 2026 in Review

Clarion Wealth Managment Partners increased its Avantis International Equity ETF (AVDE) stake by 71% in Q1 2026, buying an estimated $5.19M and bringing the position to 143,946 shares worth $12.2M. The position accounts for 11.06% of the portfolio, ranked #1.

Clarion Wealth Managment Partners first reported a position in AVDE in Q2 2025 and has held it in 4 quarters since. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

Clarion Wealth Managment Partners held 143,946 shares of Avantis International Equity ETF worth $12.2M as of Q1 2026.
Clarion Wealth Managment Partners bought 59,726 Avantis International Equity ETF shares in Q1 2026, an estimated $5.19M.
Avantis International Equity ETF made up 11.06% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #1 holding.
Clarion Wealth Managment Partners first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 4 quarters since.
671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.