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 Q2	$15.5M	Buy	174,309 +30,363	+21%	+$2.72M	12.55%	1
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 $495B AUM 43.24% 1-Year Est. Return

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

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

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

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 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Clarion Wealth Managment Partners's AVDE Position: Q2 2026 in Review

Clarion Wealth Managment Partners increased its Avantis International Equity ETF (AVDE) stake by 21% in Q2 2026, buying an estimated $2.72M and bringing the position to 174,309 shares worth $15.5M. The position accounts for 12.55% of the portfolio, ranked #1.

Clarion Wealth Managment Partners first reported a position in AVDE in Q2 2025 and has held it in 5 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Clarion Wealth Managment Partners held 174,309 shares of Avantis International Equity ETF worth $15.5M as of Q2 2026.
Clarion Wealth Managment Partners bought 30,363 Avantis International Equity ETF shares in Q2 2026, an estimated $2.72M.
Avantis International Equity ETF made up 12.55% of Clarion Wealth Managment Partners's portfolio in Q2 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 5 quarters since.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.