U.S. Capital Wealth Advisors’s Avantis International Equity ETF AVDE Stock Holding History

U.S. Capital Wealth Advisors’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	$4.93M	Buy	58,130 +33,172	+133%	+$2.88M	0.12%	193
2025 Q4	$2.05M	Buy	24,958 +11,682	+88%	+$937K	0.05%	332
2025 Q3	$1.05M	Buy	+13,276	New	+$1.01M	0.03%	460

Other funds holding AVDE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's AVDE Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Avantis International Equity ETF (AVDE) stake by 133% in Q1 2026, buying an estimated $2.88M and bringing the position to 58,130 shares worth $4.93M. The position accounts for 0.12% of the portfolio, ranked #193.

U.S. Capital Wealth Advisors first reported a position in AVDE in Q3 2025 and has held it in 3 quarters since. 672 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

U.S. Capital Wealth Advisors held 58,130 shares of Avantis International Equity ETF worth $4.93M as of Q1 2026.
U.S. Capital Wealth Advisors bought 33,172 Avantis International Equity ETF shares in Q1 2026, an estimated $2.88M.
Avantis International Equity ETF made up 0.12% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #193 holding.
U.S. Capital Wealth Advisors first reported a position in Avantis International Equity ETF in Q3 2025 and has held it in 3 quarters since.
672 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.