Sound Income Strategies’s Avantis International Equity ETF AVDE Stock Holding History

Sound Income 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
2025 Q2	–	Sell	-298	Closed	-$19.7K	–	1616
2025 Q1	$19.7K	Hold	298	–	–	﹤0.01%	725
2024 Q4	$18.3K	Hold	298	–	–	﹤0.01%	692
2024 Q3	$20K	Hold	298	–	–	﹤0.01%	639
2024 Q2	$18.6K	Buy	+298	New	+$18.9K	﹤0.01%	644
2024 Q1	–	Sell	-2,700	Closed	-$163K	–	1357
2023 Q4	$163K	Buy	+2,700	New	+$153K	0.01%	218

Other funds holding AVDE

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sound Income Strategies's AVDE Position: Q2 2025 in Review

Sound Income Strategies sold out of Avantis International Equity ETF (AVDE) in Q2 2025, closing a stake of 298 shares — an estimated $19.7K sold.

Sound Income Strategies first reported a position in AVDE in Q4 2023 and held it in 5 quarters. The position peaked at $163K in Q4 2023. 499 funds tracked by Wall St. Rank hold AVDE as of Q2 2025.

Sound Income Strategies reported no remaining Avantis International Equity ETF position as of Q2 2025 after selling out during the quarter.
Sound Income Strategies sold 298 Avantis International Equity ETF shares in Q2 2025, an estimated $19.7K.
Sound Income Strategies first reported a position in Avantis International Equity ETF in Q4 2023 and held it in 5 quarters.
Sound Income Strategies's Avantis International Equity ETF position peaked at $163K in Q4 2023.
499 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.