Elevate Wealth Advisory’s Avantis International Equity ETF AVDE Stock Holding History

Elevate Wealth Advisory’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	$20K	Hold	224	–	–	0.01%	113
2026 Q1	$19K	Hold	224	–	–	0.01%	110
2025 Q4	$18.4K	Sell	224 -1	-0.4%	-$80	0.01%	105
2025 Q3	$17.8K	Buy	225 +4	+2%	+$305	0.01%	105
2025 Q2	$16.4K	Sell	221 -382	-63%	-$26.7K	0.01%	119
2025 Q1	$40K	Hold	603	–	–	0.03%	103
2024 Q4	$37K	Buy	603 +28	+5%	+$1.79K	0.03%	94
2024 Q3	$38.5K	Buy	575 +5	+0.9%	+$321	0.03%	96
2024 Q2	$35.5K	Buy	570 +19	+3%	+$1.21K	0.03%	89
2024 Q1	$35.1K	Sell	551 -4	-0.7%	-$243	0.03%	86
2023 Q4	$33.5K	Buy	+555	New	+$31.4K	0.03%	88

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

Elevate Wealth Advisory's AVDE Position: Q2 2026 in Review

Elevate Wealth Advisory held its Avantis International Equity ETF (AVDE) position steady in Q2 2026 at 224 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #113.

Elevate Wealth Advisory first reported a position in AVDE in Q4 2023 and has held it in 11 quarters since. The position peaked at $40K in Q1 2025. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Elevate Wealth Advisory held 224 shares of Avantis International Equity ETF worth $20K as of Q2 2026.
Elevate Wealth Advisory left its Avantis International Equity ETF share count unchanged in Q2 2026.
Avantis International Equity ETF made up 0.01% of Elevate Wealth Advisory's portfolio in Q2 2026, its #113 holding.
Elevate Wealth Advisory first reported a position in Avantis International Equity ETF in Q4 2023 and has held it in 11 quarters since.
Elevate Wealth Advisory's Avantis International Equity ETF position peaked at $40K in Q1 2025.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.