SRH Advisors
AVDE icon

SRH Advisors’s Avantis International Equity ETF AVDE Stock Holding History

SRH Advisors’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
Q3 		$947K Buy
10,506
+1,294
+14% +$119K 0.24% 23
2026
Q2 		$822K Buy
9,212
+2,768
+43% +$248K 0.21% 26
2026
Q1 		$547K Buy
6,444
+2,268
+54% +$197K 0.16% 33
2025
Q4 		$344K Buy
4,176
+1,410
+51% +$113K 0.1% 41
2025
Q3 		$218K Buy
+2,766
New +$211K 0.06% 55

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

SRH Advisors's AVDE Position: Q3 2026 in Review

SRH Advisors increased its Avantis International Equity ETF (AVDE) stake by 14% in Q3 2026, buying an estimated $119K and bringing the position to 10,506 shares worth $947K. The position accounts for 0.24% of the portfolio, ranked #23.

SRH Advisors first reported a position in AVDE in Q3 2025 and has held it in 5 quarters since. 340 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • SRH Advisors held 10,506 shares of Avantis International Equity ETF worth $947K as of Q3 2026.
  • SRH Advisors bought 1,294 Avantis International Equity ETF shares in Q3 2026, an estimated $119K.
  • Avantis International Equity ETF made up 0.24% of SRH Advisors's portfolio in Q3 2026, its #23 holding.
  • SRH Advisors first reported a position in Avantis International Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 340 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.