Elevation Wealth Partners
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
Q3 		$17.2M Buy
190,450
+9,880
+5% +$908K 4.82% 4
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 -$9.5M – 501
2024
Q3 		$9.5M 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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Elevation Wealth Partners increased its Avantis International Equity ETF (AVDE) stake by 5.5% in Q3 2026, buying an estimated $908K and bringing the position to 190,450 shares worth $17.2M. The position accounts for 4.82% of the portfolio, ranked #4.

Elevation Wealth Partners first reported a position in AVDE in Q1 2023 and has held it in 14 quarters since. 192 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • Elevation Wealth Partners held 190,450 shares of Avantis International Equity ETF worth $17.2M as of Q3 2026.
  • Elevation Wealth Partners bought 9,880 Avantis International Equity ETF shares in Q3 2026, an estimated $908K.
  • Avantis International Equity ETF made up 4.82% of Elevation Wealth Partners's portfolio in Q3 2026, its #4 holding.
  • Elevation Wealth Partners first reported a position in Avantis International Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 192 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.