EWP
AVDE icon

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

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

Elevation Wealth Partners's AVDE Position: Q2 2026 in Review

Elevation Wealth Partners increased its Avantis International Equity ETF (AVDE) stake by 4.9% in Q2 2026, buying an estimated $762K and bringing the position to 180,570 shares worth $16.1M. The position accounts for 4.83% of the portfolio, ranked #4.

Elevation Wealth Partners first reported a position in AVDE in Q1 2023 and has held it in 13 quarters since. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Elevation Wealth Partners held 180,570 shares of Avantis International Equity ETF worth $16.1M as of Q2 2026.
  • Elevation Wealth Partners bought 8,498 Avantis International Equity ETF shares in Q2 2026, an estimated $762K.
  • Avantis International Equity ETF made up 4.83% of Elevation Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • Elevation Wealth Partners first reported a position in Avantis International Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • 724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.