Cypress Wealth Services’s Avantis International Equity ETF AVDE Stock Holding History

Cypress Wealth Services’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	$346K	Hold	3,881	–	–	0.04%	306
2026 Q1	$329K	Hold	3,881	–	–	0.05%	288
2025 Q4	$319K	Hold	3,881	–	–	0.04%	287
2025 Q3	$306K	Buy	+3,881	New	+$296K	0.05%	252

Other funds holding AVDE

Wealth Enhancement Advisory Services

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

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Cypress Wealth Services's AVDE Position: Q2 2026 in Review

Cypress Wealth Services held its Avantis International Equity ETF (AVDE) position steady in Q2 2026 at 3,881 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #306.

Cypress Wealth Services first reported a position in AVDE in Q3 2025 and has held it in 4 quarters since. 332 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Cypress Wealth Services held 3,881 shares of Avantis International Equity ETF worth $346K as of Q2 2026.
Cypress Wealth Services left its Avantis International Equity ETF share count unchanged in Q2 2026.
Avantis International Equity ETF made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #306 holding.
Cypress Wealth Services first reported a position in Avantis International Equity ETF in Q3 2025 and has held it in 4 quarters since.
332 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.