Key Financial Inc’s Avantis International Equity ETF AVDE Stock Holding History

Key Financial 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	$38.7K	Buy	434 +417	+2,453%	+$37.4K	0.01%	591
2026 Q1	$1.44K	Hold	17	–	–	﹤0.01%	1212
2025 Q4	$1.4K	Hold	17	–	–	﹤0.01%	1222
2025 Q3	$1.35K	Hold	17	–	–	﹤0.01%	1240
2025 Q2	$1.26K	Hold	17	–	–	﹤0.01%	1244
2025 Q1	$1.13K	Hold	17	–	–	﹤0.01%	1216
2024 Q4	$1.04K	Hold	17	–	–	﹤0.01%	1225
2024 Q3	$1.14K	Hold	17	–	–	﹤0.01%	1174
2024 Q2	$1.06K	Hold	17	–	–	﹤0.01%	1175
2024 Q1	$1.08K	Hold	17	–	–	﹤0.01%	1176
2023 Q4	$1.03K	Hold	17	–	–	﹤0.01%	1180
2023 Q3	$946	Hold	17	–	–	﹤0.01%	1202
2023 Q2	$976	Hold	17	–	–	﹤0.01%	1245
2023 Q1	$970	Hold	17	–	–	﹤0.01%	1038
2022 Q4	$776	Hold	17	–	–	﹤0.01%	1060
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	1001
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	984
2022 Q1	$1K	Buy	+17	New	+$1.04K	﹤0.01%	976

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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 America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Key Financial Inc's AVDE Position: Q2 2026 in Review

Key Financial Inc increased its Avantis International Equity ETF (AVDE) stake by 2,453% in Q2 2026, buying an estimated $37.4K and bringing the position to 434 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #591.

Key Financial Inc first reported a position in AVDE in Q1 2022 and has held it in 18 quarters since. 726 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Key Financial Inc held 434 shares of Avantis International Equity ETF worth $38.7K as of Q2 2026.
Key Financial Inc bought 417 Avantis International Equity ETF shares in Q2 2026, an estimated $37.4K.
Avantis International Equity ETF made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #591 holding.
Key Financial Inc first reported a position in Avantis International Equity ETF in Q1 2022 and has held it in 18 quarters since.
726 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.