BPI
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BFC Planning, Inc.’s Avantis International Equity ETF AVDE Stock Holding History

BFC Planning, Inc.’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 		$5.16K Buy
58
+1
+2% +$90 ﹤0.01% 2669
2026
Q1 		$4.84K Buy
+57
New +$4.95K ﹤0.01% 2317

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Wealth Enhancement Advisory Services
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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
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BFC Planning, Inc.'s AVDE Position: Q2 2026 in Review

BFC Planning, Inc. increased its Avantis International Equity ETF (AVDE) stake by 1.8% in Q2 2026, buying an estimated $90 and bringing the position to 58 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

BFC Planning, Inc. first reported a position in AVDE in Q1 2026 and has held it in 2 quarters since. 733 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • BFC Planning, Inc. held 58 shares of Avantis International Equity ETF worth $5.16K as of Q2 2026.
  • BFC Planning, Inc. bought 1 Avantis International Equity ETF share in Q2 2026, an estimated $90.
  • Avantis International Equity ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2669 holding.
  • BFC Planning, Inc. first reported a position in Avantis International Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 733 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.