Nations Financial Group’s Avantis International Equity ETF AVDE Stock Holding History

Nations Financial Group’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	$401K	Buy	4,497 +63	+1%	+$5.65K	0.02%	589
2026 Q1	$376K	Hold	4,434	–	–	0.02%	603
2025 Q4	$365K	Hold	4,434	–	–	0.02%	587
2025 Q3	$350K	Hold	4,434	–	–	0.02%	567
2025 Q2	$328K	Hold	4,434	–	–	0.02%	543
2025 Q1	$294K	Hold	4,434	–	–	0.02%	538
2024 Q4	$272K	Hold	4,434	–	–	0.02%	571
2024 Q3	$297K	Hold	4,434	–	–	0.02%	567
2024 Q2	$276K	Buy	4,434 +148	+3%	+$9.39K	0.02%	551
2024 Q1	$273K	Hold	4,286	–	–	0.02%	545
2023 Q4	$259K	Hold	4,286	–	–	0.02%	546
2023 Q3	$239K	Hold	4,286	–	–	0.02%	544
2023 Q2	$246K	Hold	4,286	–	–	0.02%	551
2023 Q1	$244K	Buy	4,286 +178	+4%	+$10K	0.03%	531
2022 Q4	$219K	Buy	+4,108	New	+$209K	0.02%	543
2022 Q3	–	Sell	-3,988	Closed	-$203K	–	532
2022 Q2	$203K	Buy	+3,988	New	+$224K	0.03%	494

Other funds holding AVDE

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Nations Financial Group's AVDE Position: Q2 2026 in Review

Nations Financial Group increased its Avantis International Equity ETF (AVDE) stake by 1.4% in Q2 2026, buying an estimated $5.65K and bringing the position to 4,497 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #589.

Nations Financial Group first reported a position in AVDE in Q2 2022 and has held it in 16 quarters since. 263 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Nations Financial Group held 4,497 shares of Avantis International Equity ETF worth $401K as of Q2 2026.
Nations Financial Group bought 63 Avantis International Equity ETF shares in Q2 2026, an estimated $5.65K.
Avantis International Equity ETF made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #589 holding.
Nations Financial Group first reported a position in Avantis International Equity ETF in Q2 2022 and has held it in 16 quarters since.
263 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.