Summit Portfolio Management’s Avantis International Equity ETF AVDE Stock Holding History

Summit Portfolio Management’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	$10M	Buy	+118,445	New	+$10.3M	6.46%	6

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MWM

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

Summit Portfolio Management's AVDE Position: Q1 2026 in Review

Summit Portfolio Management opened a new position in Avantis International Equity ETF (AVDE) in Q1 2026: 118,445 shares worth $10M. The stake represents 6.46% of the portfolio and ranks #6 among its holdings.

673 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

Summit Portfolio Management held 118,445 shares of Avantis International Equity ETF worth $10M as of Q1 2026.
Avantis International Equity ETF was a new Summit Portfolio Management position in Q1 2026.
Avantis International Equity ETF made up 6.46% of Summit Portfolio Management's portfolio in Q1 2026, its #6 holding.
673 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Summit Portfolio Management's 13F filing for Q1 2026, filed 30 Apr 2026.