Independence Bank of Kentucky’s Avantis International Equity ETF AVDE Stock Holding History

Independence Bank of Kentucky’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	$18.6M	Buy	208,983 +27,292	+15%	+$2.45M	2.1%	9
2026 Q1	$15.4M	Buy	181,691 +61,094	+51%	+$5.31M	1.95%	9
2025 Q4	$9.93M	Buy	120,597 +42,745	+55%	+$3.43M	1.23%	14
2025 Q3	$6.14M	Buy	77,852 +48,776	+168%	+$3.71M	0.79%	24
2025 Q2	$2.15M	Buy	+29,076	New	+$2.03M	0.3%	73

Other funds holding AVDE

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Independence Bank of Kentucky's AVDE Position: Q2 2026 in Review

Independence Bank of Kentucky increased its Avantis International Equity ETF (AVDE) stake by 15% in Q2 2026, buying an estimated $2.45M and bringing the position to 208,983 shares worth $18.6M. The position accounts for 2.1% of the portfolio, ranked #9.

Independence Bank of Kentucky first reported a position in AVDE in Q2 2025 and has held it in 5 quarters since. 441 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Independence Bank of Kentucky held 208,983 shares of Avantis International Equity ETF worth $18.6M as of Q2 2026.
Independence Bank of Kentucky bought 27,292 Avantis International Equity ETF shares in Q2 2026, an estimated $2.45M.
Avantis International Equity ETF made up 2.1% of Independence Bank of Kentucky's portfolio in Q2 2026, its #9 holding.
Independence Bank of Kentucky first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 5 quarters since.
441 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.