Physician Wealth Solutions
AVDE icon

Physician Wealth Solutions’s Avantis International Equity ETF AVDE Stock Holding History

Physician Wealth Solutions’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
Q3 		$8.71M Sell
96,708
-16,142
-14% -$1.48M 3.43% 12
2026
Q2 		$10.1M Buy
112,850
+4,409
+4% +$395K 3.82% 12
2026
Q1 		$9.2M Buy
108,441
+9,135
+9% +$794K 3.81% 12
2025
Q4 		$8.17M Buy
99,306
+623
+0.6% +$50K 3.47% 11
2025
Q3 		$7.79M Sell
98,683
-2,091
-2% -$159K 3.4% 12
2025
Q2 		$7.46M Buy
100,774
+766
+0.8% +$53.6K 3.46% 11
2025
Q1 		$6.63M Buy
100,008
+99
+0.1% +$6.44K 3.33% 12
2024
Q4 		$6.13M Buy
99,909
+1,727
+2% +$111K 3.07% 13
2024
Q3 		$6.3M Buy
98,182
+1,578
+2% +$101K 3.14% 13
2024
Q2 		$6.01M Buy
96,604
+549
+0.6% +$34.8K 4.29% 10
2024
Q1 		$6.12M Buy
96,055
+984
+1% +$59.9K 5.14% 7
2023
Q4 		$5.75M Buy
+95,071
New +$5.38M 5.74% 4

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Physician Wealth Solutions's AVDE Position: Q3 2026 in Review

Physician Wealth Solutions reduced its Avantis International Equity ETF (AVDE) stake by 14% in Q3 2026, selling an estimated $1.48M and leaving 96,708 shares worth $8.71M. The position accounts for 3.43% of the portfolio, ranked #12.

Physician Wealth Solutions first reported a position in AVDE in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.1M in Q2 2026. 331 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • Physician Wealth Solutions held 96,708 shares of Avantis International Equity ETF worth $8.71M as of Q3 2026.
  • Physician Wealth Solutions sold 16,142 Avantis International Equity ETF shares in Q3 2026, an estimated $1.48M.
  • Avantis International Equity ETF made up 3.43% of Physician Wealth Solutions's portfolio in Q3 2026, its #12 holding.
  • Physician Wealth Solutions first reported a position in Avantis International Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • Physician Wealth Solutions's Avantis International Equity ETF position peaked at $10.1M in Q2 2026.
  • 331 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Physician Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.