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Global Wealth Strategies & Associates’s Avantis International Equity ETF AVDE Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-450
Closed -$38.2K – 123
2026
Q1 		$38.2K Hold
450
– – 0.01% 195
2025
Q4 		$37K Sell
450
-75
-14% -$6.01K 0.01% 180
2025
Q3 		$41.4K Hold
525
– – 0.01% 161
2025
Q2 		$38.9K Sell
525
-134
-20% -$9.37K 0.01% 125
2025
Q1 		$43.7K Buy
659
+134
+26% +$8.72K 0.01% 130
2024
Q4 		$32.2K Buy
+525
New +$33.6K 0.01% 132

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Global Wealth Strategies & Associates's AVDE Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Avantis International Equity ETF (AVDE) in Q2 2026, closing a stake of 450 shares — an estimated $38.2K sold.

Global Wealth Strategies & Associates first reported a position in AVDE in Q4 2024 and held it in 6 quarters. The position peaked at $43.7K in Q1 2025. 289 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Avantis International Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 450 Avantis International Equity ETF shares in Q2 2026, an estimated $38.2K.
  • Global Wealth Strategies & Associates first reported a position in Avantis International Equity ETF in Q4 2024 and held it in 6 quarters.
  • Global Wealth Strategies & Associates's Avantis International Equity ETF position peaked at $43.7K in Q1 2025.
  • 289 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.