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

Elevation 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	$673K	Buy	+7,469	New	+$687K	0.45%	60

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

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

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

Elevation Wealth Management opened a new position in Avantis International Equity ETF (AVDE) in Q3 2026: 7,469 shares worth $673K. The stake represents 0.45% of the portfolio and ranks #60 among its holdings.

402 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

Elevation Wealth Management held 7,469 shares of Avantis International Equity ETF worth $673K as of Q3 2026.
Avantis International Equity ETF was a new Elevation Wealth Management position in Q3 2026.
Avantis International Equity ETF made up 0.45% of Elevation Wealth Management's portfolio in Q3 2026, its #60 holding.
402 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Elevation Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.