SFS
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Summit Financial Strategies’s Avantis International Equity ETF AVDE Stock Holding History

Summit Financial 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
2026
Q3 		$372K Hold
4,132
– – 0.03% 116
2026
Q2 		$369K Sell
4,132
-121
-3% -$10.9K 0.03% 118
2026
Q1 		$361K Buy
4,253
+747
+21% +$64.9K 0.03% 117
2025
Q4 		$289K Hold
3,506
– – 0.02% 126
2025
Q3 		$277K Hold
3,506
– – 0.02% 125
2025
Q2 		$259K Buy
+3,506
New +$245K 0.02% 127

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
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
PCTC
Perkins Coie Trust Company Seattle, Washington $626M AUM 18.31% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Summit Financial Strategies's AVDE Position: Q3 2026 in Review

Summit Financial Strategies held its Avantis International Equity ETF (AVDE) position steady in Q3 2026 at 4,132 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #116.

Summit Financial Strategies first reported a position in AVDE in Q2 2025 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • Summit Financial Strategies held 4,132 shares of Avantis International Equity ETF worth $372K as of Q3 2026.
  • Summit Financial Strategies left its Avantis International Equity ETF share count unchanged in Q3 2026.
  • Avantis International Equity ETF made up 0.03% of Summit Financial Strategies's portfolio in Q3 2026, its #116 holding.
  • Summit Financial Strategies first reported a position in Avantis International Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • 100 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.