SFS
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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

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 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. 391 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.
  • 391 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.