Retirement Income Solutions’s Avantis International Equity ETF AVDE Stock Holding History

Retirement Income Solutions’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	$4.81M	Sell	56,639 -1,110	-2%	-$99.5K	0.83%	21
2026 Q1	$4.9M	Buy	57,749 +10,419	+22%	+$905K	0.84%	21
2025 Q4	$3.9M	Buy	47,330 +22,217	+88%	+$1.78M	0.66%	23
2025 Q3	$1.98M	Buy	25,113 +5,973	+31%	+$455K	0.34%	36
2025 Q2	$1.42M	Buy	19,140 +6,350	+50%	+$444K	0.26%	43
2025 Q1	$848K	Sell	12,790 -2,227	-15%	-$145K	0.18%	50
2024 Q4	$922K	Buy	15,017 +9,307	+163%	+$596K	0.19%	48
2024 Q3	$383K	Hold	5,710	–	–	0.09%	86
2024 Q2	$356K	Buy	5,710 +641	+13%	+$40.7K	0.09%	88
2024 Q1	$323K	Hold	5,069	–	–	0.07%	104
2023 Q4	$306K	Buy	+5,069	New	+$287K	0.08%	102

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Retirement Income Solutions's AVDE Position: Q2 2026 in Review

Retirement Income Solutions reduced its Avantis International Equity ETF (AVDE) stake by 1.9% in Q2 2026, selling an estimated $99.5K and leaving 56,639 shares worth $4.81M. The position accounts for 0.83% of the portfolio, ranked #21.

Retirement Income Solutions first reported a position in AVDE in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.9M in Q1 2026. 724 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

Retirement Income Solutions held 56,639 shares of Avantis International Equity ETF worth $4.81M as of Q2 2026.
Retirement Income Solutions sold 1,110 Avantis International Equity ETF shares in Q2 2026, an estimated $99.5K.
Avantis International Equity ETF made up 0.83% of Retirement Income Solutions's portfolio in Q2 2026, its #21 holding.
Retirement Income Solutions first reported a position in Avantis International Equity ETF in Q4 2023 and has held it in 11 quarters since.
Retirement Income Solutions's Avantis International Equity ETF position peaked at $4.9M in Q1 2026.
724 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.