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Empire Financial Management Company’s Avantis International Equity ETF AVDE Stock Holding History

Empire Financial Management Company’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 		$700K Sell
7,846
-105
-1% -$9.42K 0.28% 88
2026
Q1 		$675K Buy
7,951
+372
+5% +$32.3K 0.15% 137
2025
Q4 		$624K Buy
+7,579
New +$608K 0.14% 138

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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 $67.3B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 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

Empire Financial Management Company's AVDE Position: Q2 2026 in Review

Empire Financial Management Company reduced its Avantis International Equity ETF (AVDE) stake by 1.3% in Q2 2026, selling an estimated $9.42K and leaving 7,846 shares worth $700K. The position accounts for 0.28% of the portfolio, ranked #88.

Empire Financial Management Company first reported a position in AVDE in Q4 2025 and has held it in 3 quarters since. 729 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Empire Financial Management Company held 7,846 shares of Avantis International Equity ETF worth $700K as of Q2 2026.
  • Empire Financial Management Company sold 105 Avantis International Equity ETF shares in Q2 2026, an estimated $9.42K.
  • Avantis International Equity ETF made up 0.28% of Empire Financial Management Company's portfolio in Q2 2026, its #88 holding.
  • Empire Financial Management Company first reported a position in Avantis International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 729 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.