XY Planning Network
AVDE icon

XY Planning Network’s Avantis International Equity ETF AVDE Stock Holding History

XY Planning Network’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
Q3 		$334K Sell
3,707
-94
-2% -$8.64K 0.04% 303
2026
Q2 		$339K Buy
+3,801
New +$341K 0.04% 275

Other funds holding AVDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

XY Planning Network's AVDE Position: Q3 2026 in Review

XY Planning Network reduced its Avantis International Equity ETF (AVDE) stake by 2.5% in Q3 2026, selling an estimated $8.64K and leaving 3,707 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #303.

XY Planning Network first reported a position in AVDE in Q2 2026 and has held it in 2 quarters since. The position peaked at $339K in Q2 2026. 331 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

  • XY Planning Network held 3,707 shares of Avantis International Equity ETF worth $334K as of Q3 2026.
  • XY Planning Network sold 94 Avantis International Equity ETF shares in Q3 2026, an estimated $8.64K.
  • Avantis International Equity ETF made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #303 holding.
  • XY Planning Network first reported a position in Avantis International Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • XY Planning Network's Avantis International Equity ETF position peaked at $339K in Q2 2026.
  • 331 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.