Proactive Wealth Strategies
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
Q3 		$1.71M Buy
18,955
+3,892
+26% +$358K 0.26% 87
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

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

Proactive Wealth Strategies's AVDE Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Avantis International Equity ETF (AVDE) stake by 26% in Q3 2026, buying an estimated $358K and bringing the position to 18,955 shares worth $1.71M. The position accounts for 0.26% of the portfolio, ranked #87.

Proactive Wealth Strategies first reported a position in AVDE in Q1 2026 and has held it in 3 quarters since. 700 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • Proactive Wealth Strategies held 18,955 shares of Avantis International Equity ETF worth $1.71M as of Q3 2026.
  • Proactive Wealth Strategies bought 3,892 Avantis International Equity ETF shares in Q3 2026, an estimated $358K.
  • Avantis International Equity ETF made up 0.26% of Proactive Wealth Strategies's portfolio in Q3 2026, its #87 holding.
  • Proactive Wealth Strategies first reported a position in Avantis International Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 700 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.