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Tortoise Investment Management’s Avantis International Equity ETF AVDE Stock Holding History

Tortoise Investment 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 		$3.55M Buy
41,812
+4,087
+11% +$355K 0.29% 73
2025
Q4 		$3.11M Buy
37,725
+2,990
+9% +$240K 0.27% 81
2025
Q3 		$2.74M Sell
34,735
-60
-0.2% -$4.57K 0.24% 85
2025
Q2 		$2.58M Buy
34,795
+4,692
+16% +$328K 0.25% 86
2025
Q1 		$1.99M Sell
30,103
-330
-1% -$21.5K 0.21% 86
2024
Q4 		$1.87M Buy
30,433
+1,073
+4% +$68.7K 0.2% 85
2024
Q3 		$1.97M Sell
29,360
-128
-0.4% -$8.23K 0.21% 83
2024
Q2 		$1.84M Buy
29,488
+1,025
+4% +$65K 0.21% 84
2024
Q1 		$1.81M Buy
28,463
+752
+3% +$45.8K 0.22% 83
2023
Q4 		$1.67M Buy
27,711
+1,719
+7% +$97.4K 0.23% 82
2023
Q3 		$1.45M Buy
25,992
+568
+2% +$32.6K 0.22% 86
2023
Q2 		$1.46M Buy
25,424
+467
+2% +$27K 0.22% 86
2023
Q1 		$1.42M Buy
24,957
+2,067
+9% +$116K 0.23% 84
2022
Q4 		$1.22M Sell
22,890
-5,828
-20% -$297K 0.21% 89
2022
Q3 		$1.31M Buy
28,718
+8,978
+45% +$457K 0.25% 80
2022
Q2 		$1.01M Buy
19,740
+11,240
+132% +$631K 0.2% 93
2022
Q1 		$513K Buy
8,500
+4,600
+118% +$281K 0.1% 119
2021
Q4 		$247K Buy
3,900
+3,595
+1,179% +$228K 0.05% 150
2021
Q3 		$19K Buy
+305
New +$19.5K ﹤0.01% 385

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

Tortoise Investment Management's AVDE Position: Q1 2026 in Review

Tortoise Investment Management increased its Avantis International Equity ETF (AVDE) stake by 11% in Q1 2026, buying an estimated $355K and bringing the position to 41,812 shares worth $3.55M. The position accounts for 0.29% of the portfolio, ranked #73.

Tortoise Investment Management first reported a position in AVDE in Q3 2021 and has held it in 19 quarters since. 672 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

  • Tortoise Investment Management held 41,812 shares of Avantis International Equity ETF worth $3.55M as of Q1 2026.
  • Tortoise Investment Management bought 4,087 Avantis International Equity ETF shares in Q1 2026, an estimated $355K.
  • Avantis International Equity ETF made up 0.29% of Tortoise Investment Management's portfolio in Q1 2026, its #73 holding.
  • Tortoise Investment Management first reported a position in Avantis International Equity ETF in Q3 2021 and has held it in 19 quarters since.
  • 672 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.