JC
AVDE icon

JM2 Capital’s Avantis International Equity ETF AVDE Stock Holding History

JM2 Capital’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 		$828K Buy
9,284
+546
+6% +$49K 0.57% 43
2026
Q1 		$741K Buy
8,738
+2,732
+45% +$237K 0.61% 48
2025
Q4 		$494K Buy
+6,006
New +$482K 0.4% 68

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

JM2 Capital's AVDE Position: Q2 2026 in Review

JM2 Capital increased its Avantis International Equity ETF (AVDE) stake by 6.2% in Q2 2026, buying an estimated $49K and bringing the position to 9,284 shares worth $828K. The position accounts for 0.57% of the portfolio, ranked #43.

JM2 Capital first reported a position in AVDE in Q4 2025 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • JM2 Capital held 9,284 shares of Avantis International Equity ETF worth $828K as of Q2 2026.
  • JM2 Capital bought 546 Avantis International Equity ETF shares in Q2 2026, an estimated $49K.
  • Avantis International Equity ETF made up 0.57% of JM2 Capital's portfolio in Q2 2026, its #43 holding.
  • JM2 Capital first reported a position in Avantis International Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 478 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.