Steward Partners Investment Advisory
AVDE icon

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
Q2 		$1.81M Buy
20,310
+1,639
+9% +$147K 0.01% 972
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 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

Steward Partners Investment Advisory's AVDE Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Avantis International Equity ETF (AVDE) stake by 8.8% in Q2 2026, buying an estimated $147K and bringing the position to 20,310 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #972.

Steward Partners Investment Advisory first reported a position in AVDE in Q4 2023 and has held it in 11 quarters since. 729 funds tracked by Wall St. Rank hold AVDE as of Q2 2026.

  • Steward Partners Investment Advisory held 20,310 shares of Avantis International Equity ETF worth $1.81M as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,639 Avantis International Equity ETF shares in Q2 2026, an estimated $147K.
  • Avantis International Equity ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #972 holding.
  • Steward Partners Investment Advisory first reported a position in Avantis International Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 729 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.