United Capital Financial Advisors’s Avantis International Equity ETF AVDE Stock Holding History

United Capital Financial 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	$1.18M	Buy	13,911 +8,881	+177%	+$772K	0.01%	699
2025 Q4	$414K	Buy	5,030 +252	+5%	+$20.2K	﹤0.01%	1041
2025 Q3	$377K	Hold	4,778	–	–	﹤0.01%	953
2025 Q2	$354K	Sell	4,778 -119	-2%	-$8.32K	﹤0.01%	877
2025 Q1	$325K	Hold	4,897	–	–	﹤0.01%	869
2024 Q4	$301K	Hold	4,897	–	–	﹤0.01%	880
2024 Q3	$328K	Hold	4,897	–	–	﹤0.01%	845
2024 Q2	$305K	Hold	4,897	–	–	﹤0.01%	841
2024 Q1	$312K	Hold	4,897	–	–	﹤0.01%	863
2023 Q4	$296K	Buy	4,897 +344	+8%	+$19.5K	﹤0.01%	875
2023 Q3	$253K	Hold	4,553	–	–	﹤0.01%	758
2023 Q2	$261K	Hold	4,553	–	–	﹤0.01%	800
2023 Q1	$260K	Hold	4,553	–	–	﹤0.01%	860
2022 Q4	$242K	Buy	+4,553	New	+$232K	﹤0.01%	934

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 $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $4.86B AUM 22.78% 1-Year Est. Return

United Capital Financial Advisors's AVDE Position: Q1 2026 in Review

United Capital Financial Advisors increased its Avantis International Equity ETF (AVDE) stake by 177% in Q1 2026, buying an estimated $772K and bringing the position to 13,911 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #699.

United Capital Financial Advisors first reported a position in AVDE in Q4 2022 and has held it in 14 quarters since. 671 funds tracked by Wall St. Rank hold AVDE as of Q1 2026.

United Capital Financial Advisors held 13,911 shares of Avantis International Equity ETF worth $1.18M as of Q1 2026.
United Capital Financial Advisors bought 8,881 Avantis International Equity ETF shares in Q1 2026, an estimated $772K.
Avantis International Equity ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #699 holding.
United Capital Financial Advisors first reported a position in Avantis International Equity ETF in Q4 2022 and has held it in 14 quarters since.
671 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.