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AVDE icon

Proactive Wealth Strategies’s Avantis International Equity ETF AVDE Stock Holding History

Proactive Wealth Strategies’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 		$1.34M Buy
15,063
+3,994
+36% +$358K 0.22% 97
2026
Q1 		$939K Buy
+11,069
New +$962K 0.18% 106

Other funds holding AVDE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PNC Financial Services Group
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
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

Proactive Wealth Strategies's AVDE Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Avantis International Equity ETF (AVDE) stake by 36% in Q2 2026, buying an estimated $358K and bringing the position to 15,063 shares worth $1.34M. The position accounts for 0.22% of the portfolio, ranked #97.

Proactive Wealth Strategies first reported a position in AVDE in Q1 2026 and has held it in 2 quarters since. 533 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Proactive Wealth Strategies held 15,063 shares of Avantis International Equity ETF worth $1.34M as of Q2 2026.
  • Proactive Wealth Strategies bought 3,994 Avantis International Equity ETF shares in Q2 2026, an estimated $358K.
  • Avantis International Equity ETF made up 0.22% of Proactive Wealth Strategies's portfolio in Q2 2026, its #97 holding.
  • Proactive Wealth Strategies first reported a position in Avantis International Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 533 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.