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

Outbound 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 		$3.81M Sell
42,694
-94
-0.2% -$8.43K 2.47% 10
2026
Q1 		$3.63M Sell
42,788
-328
-0.8% -$28.5K 2.72% 9
2025
Q4 		$3.55M Sell
43,116
-569
-1% -$45.6K 2.76% 10
2025
Q3 		$3.45M Sell
43,685
-355
-0.8% -$27K 2.81% 9
2025
Q2 		$3.26M Buy
+44,040
New +$3.08M 2.98% 7

Other funds holding AVDE

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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
GI
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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

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

Outbound Financial Inc reduced its Avantis International Equity ETF (AVDE) stake by 0.22% in Q2 2026, selling an estimated $8.43K and leaving 42,694 shares worth $3.81M. The position accounts for 2.47% of the portfolio, ranked #10.

Outbound Financial Inc first reported a position in AVDE in Q2 2025 and has held it in 5 quarters since. 205 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Outbound Financial Inc held 42,694 shares of Avantis International Equity ETF worth $3.81M as of Q2 2026.
  • Outbound Financial Inc sold 94 Avantis International Equity ETF shares in Q2 2026, an estimated $8.43K.
  • Avantis International Equity ETF made up 2.47% of Outbound Financial Inc's portfolio in Q2 2026, its #10 holding.
  • Outbound Financial Inc first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 205 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Outbound Financial Inc's 13F filing for Q2 2026, filed 15 Jul 2026.