Clune & Associates’s Avantis International Equity ETF AVDE Stock Holding History

Clune & Associates’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 Q3	$2.83M	Sell	31,457 -553	-2%	-$50.8K	0.43%	47
2026 Q2	$2.86M	Sell	32,010 -180	-0.6%	-$16.1K	0.43%	45
2026 Q1	$2.73M	Sell	32,190 -143	-0.4%	-$12.4K	0.51%	49
2025 Q4	$2.66M	Buy	32,333 +2,861	+10%	+$229K	0.57%	48
2025 Q3	$2.33M	Buy	29,472 +156	+0.5%	+$11.9K	0.58%	51
2025 Q2	$2.17M	Sell	29,316 -260	-0.9%	-$18.2K	0.59%	50
2025 Q1	$1.96M	Buy	29,576 +2,149	+8%	+$140K	0.6%	51
2024 Q4	$1.68M	Buy	+27,427	New	+$1.76M	0.56%	52

Other funds holding AVDE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Clune & Associates's AVDE Position: Q3 2026 in Review

Clune & Associates reduced its Avantis International Equity ETF (AVDE) stake by 1.7% in Q3 2026, selling an estimated $50.8K and leaving 31,457 shares worth $2.83M. The position accounts for 0.43% of the portfolio, ranked #47.

Clune & Associates first reported a position in AVDE in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.86M in Q2 2026. 177 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

Clune & Associates held 31,457 shares of Avantis International Equity ETF worth $2.83M as of Q3 2026.
Clune & Associates sold 553 Avantis International Equity ETF shares in Q3 2026, an estimated $50.8K.
Avantis International Equity ETF made up 0.43% of Clune & Associates's portfolio in Q3 2026, its #47 holding.
Clune & Associates first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Avantis International Equity ETF position peaked at $2.86M in Q2 2026.
177 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.