Clear Point Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Clear Point 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	$1.79M	Buy	21,113 +349	+2%	+$30.3K	1.39%	17
2025 Q4	$1.71M	Sell	20,764 -99	-0.5%	-$7.94K	1.33%	15
2025 Q3	$1.65M	Buy	20,863 +487	+2%	+$37.1K	1.28%	19
2025 Q2	$1.51M	Buy	20,376 +2,532	+14%	+$177K	1.27%	18
2025 Q1	$1.18M	Sell	17,844 -2,608	-13%	-$170K	1.06%	22
2024 Q4	$1.26M	Sell	20,452 -840	-4%	-$53.8K	1.07%	22
2024 Q3	$1.43M	Buy	21,292 +51	+0.2%	+$3.28K	1.1%	21
2024 Q2	$1.32M	Buy	21,241 +1,082	+5%	+$68.7K	1.09%	20
2024 Q1	$1.28M	Buy	20,159 +1,180	+6%	+$71.8K	1.06%	19
2023 Q4	$1.16M	Buy	+18,979	New	+$1.07M	1.03%	22

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

Clear Point Advisors's AVDE Position: Q1 2026 in Review

Clear Point Advisors increased its Avantis International Equity ETF (AVDE) stake by 1.7% in Q1 2026, buying an estimated $30.3K and bringing the position to 21,113 shares worth $1.79M. The position accounts for 1.39% of the portfolio, ranked #17.

Clear Point Advisors first reported a position in AVDE in Q4 2023 and has held it in 10 quarters since. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

Clear Point Advisors held 21,113 shares of Avantis International Equity ETF worth $1.79M as of Q1 2026.
Clear Point Advisors bought 349 Avantis International Equity ETF shares in Q1 2026, an estimated $30.3K.
Avantis International Equity ETF made up 1.39% of Clear Point Advisors's portfolio in Q1 2026, its #17 holding.
Clear Point Advisors first reported a position in Avantis International Equity ETF in Q4 2023 and has held it in 10 quarters since.
671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.