JTWM
AVDE icon

Jackson Thornton Wealth Management’s Avantis International Equity ETF AVDE Stock Holding History

Jackson Thornton Wealth Management’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
Q1 		$3.8M Sell
42,458
-101
-0.2% -$8.78K 0.34% 31
2025
Q4 		$3.58M Hold
42,559
– – 0.34% 29
2025
Q3 		$3.39M Buy
42,559
+12
+0% +$914 0.34% 28
2025
Q2 		$3.15M Sell
42,547
-229
-0.5% -$16K 0.36% 28
2025
Q1 		$2.83M Sell
42,776
-781
-2% -$50.8K 0.38% 25
2024
Q4 		$2.67M Sell
43,557
-17
-0% -$1.09K 0.34% 25
2024
Q3 		$2.92M Sell
43,574
-1,555
-3% -$99.9K 0.39% 22
2024
Q2 		$2.81M Buy
45,129
+163
+0.4% +$10.3K 0.43% 22
2024
Q1 		$2.87M Sell
44,966
-50
-0.1% -$3.04K 0.49% 18
2023
Q4 		$2.72M Buy
45,016
+40,576
+914% +$2.3M 0.5% 17
2023
Q3 		$247K Hold
4,440
– – 0.05% 39
2023
Q2 		$255K Buy
+4,440
New +$256K 0.05% 37

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Jackson Thornton Wealth Management's AVDE Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Avantis International Equity ETF (AVDE) stake by 0.24% in Q1 2026, selling an estimated $8.78K and leaving 42,458 shares worth $3.8M. The position accounts for 0.34% of the portfolio, ranked #31.

Jackson Thornton Wealth Management first reported a position in AVDE in Q2 2023 and has held it in 12 quarters since. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • Jackson Thornton Wealth Management held 42,458 shares of Avantis International Equity ETF worth $3.8M as of Q1 2026.
  • Jackson Thornton Wealth Management sold 101 Avantis International Equity ETF shares in Q1 2026, an estimated $8.78K.
  • Avantis International Equity ETF made up 0.34% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Jackson Thornton Wealth Management first reported a position in Avantis International Equity ETF in Q2 2023 and has held it in 12 quarters since.
  • 671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.