Creative Planning’s Avantis International Equity ETF AVDE Stock Holding History

Creative Planning’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	$61.3M	Buy	686,681 +69,105	+11%	+$6.2M	0.04%	210
2026 Q1	$52.4M	Sell	617,576 -30,211	-5%	-$2.63M	0.04%	214
2025 Q4	$53.3M	Sell	647,787 -19,675	-3%	-$1.58M	0.04%	193
2025 Q3	$52.7M	Sell	667,462 -27,834	-4%	-$2.12M	0.04%	178
2025 Q2	$51.5M	Sell	695,296 -45,750	-6%	-$3.2M	0.04%	167
2025 Q1	$49.1M	Sell	741,046 -39,536	-5%	-$2.57M	0.05%	158
2024 Q4	$47.9M	Sell	780,582 -33,676	-4%	-$2.16M	0.05%	153
2024 Q3	$54.6M	Sell	814,258 -59,628	-7%	-$3.83M	0.05%	132
2024 Q2	$54.4M	Sell	873,886 -27,393	-3%	-$1.74M	0.06%	125
2024 Q1	$57.4M	Sell	901,279 -202,909	-18%	-$12.3M	0.06%	120
2023 Q4	$66.7M	Sell	1,104,188 -195,159	-15%	-$11.1M	0.12%	100
2023 Q3	$72.3M	Sell	1,299,347 -186,066	-13%	-$10.7M	0.1%	100
2023 Q2	$85.3M	Sell	1,485,413 -147,066	-9%	-$8.49M	0.11%	83
2023 Q1	$93.1M	Sell	1,632,479 -1,205,328	-42%	-$67.9M	0.13%	77
2022 Q4	$151M	Buy	+2,837,807	New	+$145M	0.23%	56

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

Creative Planning's AVDE Position: Q2 2026 in Review

Creative Planning increased its Avantis International Equity ETF (AVDE) stake by 11% in Q2 2026, buying an estimated $6.2M and bringing the position to 686,681 shares worth $61.3M. The position accounts for 0.04% of the portfolio, ranked #210.

Creative Planning first reported a position in AVDE in Q4 2022 and has held it in 15 quarters since. The position peaked at $151M in Q4 2022. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Creative Planning held 686,681 shares of Avantis International Equity ETF worth $61.3M as of Q2 2026.
Creative Planning bought 69,105 Avantis International Equity ETF shares in Q2 2026, an estimated $6.2M.
Avantis International Equity ETF made up 0.04% of Creative Planning's portfolio in Q2 2026, its #210 holding.
Creative Planning first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 15 quarters since.
Creative Planning's Avantis International Equity ETF position peaked at $151M in Q4 2022.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.