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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

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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. 727 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.
  • 727 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.