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

Elevation Wealth Partners’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	$16.1M	Buy	180,570 +8,498	+5%	+$762K	4.83%	4
2026 Q1	$14.6M	Sell	172,072 -1,700	-1%	-$148K	5.23%	4
2025 Q4	$14.3M	Buy	173,772 +8,828	+5%	+$708K	5.07%	4
2025 Q3	$13M	Buy	164,944 +5,398	+3%	+$411K	4.69%	4
2025 Q2	$11.8M	Buy	159,546 +808	+0.5%	+$56.5K	4.66%	4
2025 Q1	$10.5M	Buy	+158,738	New	+$10.3M	4.55%	4
2024 Q4	–	Sell	-142,318	Closed	-$9.54M	–	501
2024 Q3	$9.54M	Buy	142,318 +1,062	+0.8%	+$68.3K	4.09%	5
2024 Q2	$8.79M	Buy	141,256 +4,570	+3%	+$290K	4.17%	4
2024 Q1	$8.71M	Buy	136,686 +4,870	+4%	+$296K	4.35%	4
2023 Q4	$7.34M	Buy	131,816 +327	+0.2%	+$18.5K	4.4%	4
2023 Q3	$7.32M	Buy	131,489 +5,674	+5%	+$326K	6.32%	4
2023 Q2	$7.22M	Buy	125,815 +2,809	+2%	+$162K	6.08%	4
2023 Q1	$7.02M	Buy	+123,006	New	+$6.93M	6.42%	4

Other funds holding AVDE

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

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return