Medallion Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Medallion Wealth Advisors’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	$601K	Buy	7,088 +7,026	+11,332%	+$611K	0.2%	109
2025 Q4	$5.1K	Hold	62	–	–	﹤0.01%	855
2025 Q3	$4.89K	Hold	62	–	–	﹤0.01%	862
2025 Q2	$4.58K	Buy	+62	New	+$4.34K	﹤0.01%	848

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Medallion Wealth Advisors's AVDE Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Avantis International Equity ETF (AVDE) stake by 11,332% in Q1 2026, buying an estimated $611K and bringing the position to 7,088 shares worth $601K. The position accounts for 0.2% of the portfolio, ranked #109.

Medallion Wealth Advisors first reported a position in AVDE in Q2 2025 and has held it in 4 quarters since. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

Medallion Wealth Advisors held 7,088 shares of Avantis International Equity ETF worth $601K as of Q1 2026.
Medallion Wealth Advisors bought 7,026 Avantis International Equity ETF shares in Q1 2026, an estimated $611K.
Avantis International Equity ETF made up 0.2% of Medallion Wealth Advisors's portfolio in Q1 2026, its #109 holding.
Medallion Wealth Advisors first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 4 quarters since.
671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.