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Searcy Financial Services’s Avantis International Equity ETF AVDE Stock Holding History

Searcy Financial Services’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 		$30.5M Sell
341,527
-1,765
-0.5% -$158K 10.22% 4
2026
Q1 		$29.1M Buy
+343,292
New +$29.8M 10.8% 4

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LPL Financial
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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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Searcy Financial Services's AVDE Position: Q2 2026 in Review

Searcy Financial Services reduced its Avantis International Equity ETF (AVDE) stake by 0.51% in Q2 2026, selling an estimated $158K and leaving 341,527 shares worth $30.5M. The position accounts for 10.22% of the portfolio, ranked #4.

Searcy Financial Services first reported a position in AVDE in Q1 2026 and has held it in 2 quarters since. 726 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Searcy Financial Services held 341,527 shares of Avantis International Equity ETF worth $30.5M as of Q2 2026.
  • Searcy Financial Services sold 1,765 Avantis International Equity ETF shares in Q2 2026, an estimated $158K.
  • Avantis International Equity ETF made up 10.22% of Searcy Financial Services's portfolio in Q2 2026, its #4 holding.
  • Searcy Financial Services first reported a position in Avantis International Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 726 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.