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Novem Group’s Avantis International Equity ETF AVDE Stock Holding History

Novem 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
Q1 		– Sell
-59,161
Closed -$4.87M – 441
2025
Q4 		$4.87M Buy
+59,161
New +$4.74M 0.56% 38

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Novem Group's AVDE Position: Q1 2026 in Review

Novem Group sold out of Avantis International Equity ETF (AVDE) in Q1 2026, closing a stake of 59,161 shares — an estimated $4.87M sold.

Novem Group first reported a position in AVDE in Q4 2025 and held it in 1 quarter. The position peaked at $4.87M in Q4 2025. 673 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • Novem Group reported no remaining Avantis International Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Novem Group sold 59,161 Avantis International Equity ETF shares in Q1 2026, an estimated $4.87M.
  • Novem Group first reported a position in Avantis International Equity ETF in Q4 2025 and held it in 1 quarter.
  • Novem Group's Avantis International Equity ETF position peaked at $4.87M in Q4 2025.
  • 673 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Novem Group's 13F filing for Q1 2026, filed 13 Apr 2026.