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

PCG 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 		$8.69M Buy
102,395
+42,308
+70% +$3.68M 2.2% 8
2025
Q4 		$4.95M Buy
60,087
+1,132
+2% +$90.8K 1.4% 23
2025
Q3 		$4.65M Buy
+58,955
New +$4.49M 1.36% 21
2025
Q2 		– Sell
-7,429
Closed -$492K – 90
2025
Q1 		$492K Hold
7,429
– – 0.17% 88
2024
Q4 		$456K Sell
7,429
-187
-2% -$12K 0.17% 88
2024
Q3 		$510K Sell
7,616
-46,301
-86% -$2.98M 0.2% 79
2024
Q2 		$3.36M Buy
53,917
+1,666
+3% +$106K 1.46% 23
2024
Q1 		$3.33M Sell
52,251
-2,382
-4% -$145K 1.58% 24
2023
Q4 		$3.3M Sell
54,633
-3,018
-5% -$171K 1.84% 18
2023
Q3 		$3.21M Buy
57,651
+1,703
+3% +$97.9K 2.1% 16
2023
Q2 		$3.21M Sell
55,948
-330
-0.6% -$19.1K 1.99% 16
2023
Q1 		$3.21M Buy
56,278
+7,629
+16% +$430K 2.03% 13
2022
Q4 		$2.59M Buy
+48,649
New +$2.48M 1.64% 16

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

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

PCG Wealth Advisors increased its Avantis International Equity ETF (AVDE) stake by 70% in Q1 2026, buying an estimated $3.68M and bringing the position to 102,395 shares worth $8.69M. The position accounts for 2.2% of the portfolio, ranked #8.

PCG Wealth Advisors first reported a position in AVDE in Q4 2022 and has held it in 13 quarters since. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • PCG Wealth Advisors held 102,395 shares of Avantis International Equity ETF worth $8.69M as of Q1 2026.
  • PCG Wealth Advisors bought 42,308 Avantis International Equity ETF shares in Q1 2026, an estimated $3.68M.
  • Avantis International Equity ETF made up 2.2% of PCG Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • PCG Wealth Advisors first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 13 quarters since.
  • 671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on PCG Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.