Echo Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Echo Wealth Management’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	$30.8M	Buy	341,572 +20,183	+6%	+$1.86M	15.1%	2
2026 Q2	$28.7M	Buy	321,389 +25,169	+8%	+$2.26M	14.63%	2
2026 Q1	$25.1M	Buy	296,220 +33,694	+13%	+$2.93M	14.47%	2
2025 Q4	$21.6M	Buy	262,526 +31,080	+13%	+$2.49M	12.62%	2
2025 Q3	$18.3M	Buy	231,446 +6,827	+3%	+$520K	10.66%	3
2025 Q2	$16.6M	Buy	224,619 +42,018	+23%	+$2.94M	10.19%	3
2025 Q1	$12.1M	Buy	182,601 +2,064	+1%	+$134K	8.18%	3
2024 Q4	$11.1M	Buy	180,537 +15,863	+10%	+$1.02M	7.66%	2
2024 Q3	$10.8M	Buy	164,674 +18,242	+12%	+$1.17M	7.57%	2
2024 Q2	$9.12M	Buy	146,432 +23,370	+19%	+$1.48M	6.87%	4
2024 Q1	$7.84M	Buy	123,062 +13,698	+13%	+$833K	6.51%	7
2023 Q4	$6.59M	Buy	109,364 +41,600	+61%	+$2.36M	6.15%	6
2023 Q3	$3.77M	Buy	67,764 +11,590	+21%	+$666K	4.06%	10
2023 Q2	$3.3M	Sell	56,174 -1,499	-3%	-$86.5K	3.57%	12
2023 Q1	$3.29M	Buy	57,673 +4,148	+8%	+$234K	3.63%	12
2022 Q4	$3.04M	Buy	+53,525	New	+$2.73M	3.24%	14

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

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

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

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Echo Wealth Management's AVDE Position: Q3 2026 in Review

Echo Wealth Management increased its Avantis International Equity ETF (AVDE) stake by 6.3% in Q3 2026, buying an estimated $1.86M and bringing the position to 341,572 shares worth $30.8M. The position accounts for 15.1% of the portfolio, ranked #2.

Echo Wealth Management first reported a position in AVDE in Q4 2022 and has held it in 16 quarters since. 150 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

Echo Wealth Management held 341,572 shares of Avantis International Equity ETF worth $30.8M as of Q3 2026.
Echo Wealth Management bought 20,183 Avantis International Equity ETF shares in Q3 2026, an estimated $1.86M.
Avantis International Equity ETF made up 15.1% of Echo Wealth Management's portfolio in Q3 2026, its #2 holding.
Echo Wealth Management first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 16 quarters since.
150 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.