Waterfront Wealth’s Avantis All International Markets Equity ETF AVNM Stock Holding History

Waterfront Wealth’s Portfolio AVNM Stock Details AVNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.04M	Buy	+24,722	New	+$2.03M	0.32%	92

Other funds holding AVNM

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TrustWell Financial Advisors Jacksonville, Florida $118M AUM

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

Oak Wealth Advisors Northbrook, Illinois $208M AUM 24.39% 1-Year Est. Return

Waterfront Wealth's AVNM Position: Q2 2026 in Review

Waterfront Wealth opened a new position in Avantis All International Markets Equity ETF (AVNM) in Q2 2026: 24,722 shares worth $2.04M. The stake represents 0.32% of the portfolio and ranks #92 among its holdings.

21 funds tracked by Wall St. Rank hold AVNM as of Q2 2026.

Waterfront Wealth held 24,722 shares of Avantis All International Markets Equity ETF worth $2.04M as of Q2 2026.
Avantis All International Markets Equity ETF was a new Waterfront Wealth position in Q2 2026.
Avantis All International Markets Equity ETF made up 0.32% of Waterfront Wealth's portfolio in Q2 2026, its #92 holding.
21 funds tracked by Wall St. Rank held Avantis All International Markets Equity ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.