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Prosperitas Financial’s Avantis International Equity ETF AVDE Stock Holding History

Prosperitas Financial’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
Q1 		$432K Buy
5,096
+1,873
+58% +$163K 0.16% 55
2025
Q4 		$265K Buy
3,223
+415
+15% +$33.3K 0.1% 65
2025
Q3 		$222K Buy
+2,808
New +$214K 0.09% 65

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Prosperitas Financial's AVDE Position: Q1 2026 in Review

Prosperitas Financial increased its Avantis International Equity ETF (AVDE) stake by 58% in Q1 2026, buying an estimated $163K and bringing the position to 5,096 shares worth $432K. The position accounts for 0.16% of the portfolio, ranked #55.

Prosperitas Financial first reported a position in AVDE in Q3 2025 and has held it in 3 quarters since. 673 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • Prosperitas Financial held 5,096 shares of Avantis International Equity ETF worth $432K as of Q1 2026.
  • Prosperitas Financial bought 1,873 Avantis International Equity ETF shares in Q1 2026, an estimated $163K.
  • Avantis International Equity ETF made up 0.16% of Prosperitas Financial's portfolio in Q1 2026, its #55 holding.
  • Prosperitas Financial first reported a position in Avantis International Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 673 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.