Poinciana Advisors Group’s Avantis International Equity ETF AVDE Stock Holding History

Poinciana Advisors 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	$1.49M	Buy	16,659 +11	+0.1%	+$986	1.1%	19
2026 Q1	$1.41M	Sell	16,648 -1,842	-10%	-$160K	1.11%	19
2025 Q4	$1.52M	Sell	18,490 -125	-0.7%	-$10K	1.2%	18
2025 Q3	$1.47M	Sell	18,615 -1,208	-6%	-$92K	1.24%	18
2025 Q2	$1.47M	Sell	19,823 -222	-1%	-$15.5K	1.32%	17
2025 Q1	$1.33M	Sell	20,045 -1,214	-6%	-$79K	1.38%	19
2024 Q4	$1.3M	Buy	+21,259	New	+$1.36M	1.32%	18

Other funds holding AVDE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Poinciana Advisors Group's AVDE Position: Q2 2026 in Review

Poinciana Advisors Group increased its Avantis International Equity ETF (AVDE) stake by 0.07% in Q2 2026, buying an estimated $986 and bringing the position to 16,659 shares worth $1.49M. The position accounts for 1.1% of the portfolio, ranked #19.

Poinciana Advisors Group first reported a position in AVDE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q4 2025. 507 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Poinciana Advisors Group held 16,659 shares of Avantis International Equity ETF worth $1.49M as of Q2 2026.
Poinciana Advisors Group bought 11 Avantis International Equity ETF shares in Q2 2026, an estimated $986.
Avantis International Equity ETF made up 1.1% of Poinciana Advisors Group's portfolio in Q2 2026, its #19 holding.
Poinciana Advisors Group first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 7 quarters since.
Poinciana Advisors Group's Avantis International Equity ETF position peaked at $1.52M in Q4 2025.
507 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.