Principal Securities
AVDE icon

Principal Securities’s Avantis International Equity ETF AVDE Stock Holding History

Principal Securities’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 		$2.47M Buy
+27,392
New +$2.52M 0.03% 459
2025
Q3 		– Sell
-15
Closed -$1.12K – 3738
2025
Q2 		$1.12K Sell
15
-133
-90% -$9.3K ﹤0.01% 3308
2025
Q1 		$9.08K Hold
148
– – ﹤0.01% 2565
2024
Q4 		$9.08K Buy
+148
New +$9.47K ﹤0.01% 2560

Other funds holding AVDE

American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Principal Securities's AVDE Position: Q3 2026 in Review

Principal Securities opened a new position in Avantis International Equity ETF (AVDE) in Q3 2026: 27,392 shares worth $2.47M. The stake represents 0.03% of the portfolio and ranks #459 among its holdings. This is a return to the name: Principal Securities previously reported a position in AVDE as recently as Q2 2025.

Principal Securities first reported a position in AVDE in Q4 2024 and has held it in 4 quarters since. 700 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • Principal Securities held 27,392 shares of Avantis International Equity ETF worth $2.47M as of Q3 2026.
  • Avantis International Equity ETF was a new Principal Securities position in Q3 2026.
  • Avantis International Equity ETF made up 0.03% of Principal Securities's portfolio in Q3 2026, its #459 holding.
  • Principal Securities first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 4 quarters since.
  • 700 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Principal Securities's 13F filing for Q3 2026, filed 12 Nov 2026.