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Strategic Wealth Partners’s Avantis International Equity ETF AVDE Stock Holding History

Strategic Wealth Partners’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 		$447K Sell
5,268
-440
-8% -$38.2K 0.03% 203
2025
Q4 		$470K Sell
5,708
-13,873
-71% -$1.11M 0.03% 211
2025
Q3 		$1.54M Buy
+19,581
New +$1.49M 0.12% 128

Other funds holding AVDE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Strategic Wealth Partners's AVDE Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Avantis International Equity ETF (AVDE) stake by 7.7% in Q1 2026, selling an estimated $38.2K and leaving 5,268 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #203.

Strategic Wealth Partners first reported a position in AVDE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.54M in Q3 2025. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • Strategic Wealth Partners held 5,268 shares of Avantis International Equity ETF worth $447K as of Q1 2026.
  • Strategic Wealth Partners sold 440 Avantis International Equity ETF shares in Q1 2026, an estimated $38.2K.
  • Avantis International Equity ETF made up 0.03% of Strategic Wealth Partners's portfolio in Q1 2026, its #203 holding.
  • Strategic Wealth Partners first reported a position in Avantis International Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Avantis International Equity ETF position peaked at $1.54M in Q3 2025.
  • 671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.