Steward Partners Investment Advisory’s Avantis International Equity ETF AVDE Stock Holding History

Steward Partners Investment Advisory’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 Q1	$1.58M	Sell	18,671 -853	-4%	-$74.1K	0.01%	949
2025 Q4	$1.61M	Buy	19,524 +1,688	+9%	+$135K	0.01%	875
2025 Q3	$1.41M	Buy	17,836 +5,047	+39%	+$384K	0.01%	910
2025 Q2	$947K	Buy	12,789 +6,315	+98%	+$442K	0.01%	1013
2025 Q1	$429K	Buy	6,474 +2,691	+71%	+$175K	﹤0.01%	1286
2024 Q4	$232K	Sell	3,783 -758	-17%	-$48.5K	﹤0.01%	1522
2024 Q3	$304K	Sell	4,541 -185	-4%	-$11.9K	﹤0.01%	1326
2024 Q2	$294K	Sell	4,726 -100	-2%	-$6.35K	﹤0.01%	1284
2024 Q1	$308K	Buy	4,826 +272	+6%	+$16.5K	﹤0.01%	1248
2023 Q4	$275K	Buy	+4,554	New	+$258K	﹤0.01%	1250

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Steward Partners Investment Advisory's AVDE Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Avantis International Equity ETF (AVDE) stake by 4.4% in Q1 2026, selling an estimated $74.1K and leaving 18,671 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #949.

Steward Partners Investment Advisory first reported a position in AVDE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.61M in Q4 2025. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

Steward Partners Investment Advisory held 18,671 shares of Avantis International Equity ETF worth $1.58M as of Q1 2026.
Steward Partners Investment Advisory sold 853 Avantis International Equity ETF shares in Q1 2026, an estimated $74.1K.
Avantis International Equity ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #949 holding.
Steward Partners Investment Advisory first reported a position in Avantis International Equity ETF in Q4 2023 and has held it in 10 quarters since.
Steward Partners Investment Advisory's Avantis International Equity ETF position peaked at $1.61M in Q4 2025.
671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.