Mission Wealth Management 13F: Cuts AVDE Stake by $117M
The investment firm reduced its holdings in Avantis International Equity ETF by over 1.3 million shares during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Mission Wealth Management sold 1,302,379 shares from its stake in Avantis International Equity ETF ($AVDE), a 25.29% decrease, according to a 13F filing with the SEC dated October 15, 2026. It reported 3,846,796 shares worth $346.63 million at the end of the quarter.
Since the filing, $AVDE is up 0.2% to date (from the $89.89 close on Oct 15, 2026).
Find the original: Mission Wealth Management 13F filings on SEC EDGAR
AVDE
Avantis International Equity ETF
Key Points
- Mission Wealth Management reduced its holdings in Avantis International Equity ETF (AVDE) by 25.3%, cutting 1,302,379 shares during the period.
- The fund's remaining stake in AVDE stood at 3,846,796 shares valued at $346.6 million as of the filing date.
- Avantis International Equity ETF recently traded at $89.88, sitting about 5.2% below its 52-week high.
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What Changed in Mission Wealth Management's Avantis International Equity Position
Mission Wealth Management pared down its investment in Avantis International Equity ETF (NYSEArca: AVDE), according to a Form 13F filing with the SEC on October 15, 2026. The firm cut its stake by 25.3%, selling 1,302,379 shares during the quarter. That left the fund with 3,846,796 shares, which had an estimated value of $346.6 million at the time of the report. Because 13F filings look backward at holdings from the end of the quarter, these figures reflect past positioning and may not match the firm's current portfolio.
Avantis International Equity ETF Stock Holds Steady
Shares of Avantis International Equity ETF recently traded around $89.88 as of October 16, 2026. That puts the price about 5.2% below its 52-week high of $94.82 and roughly 16.4% above its 52-week low of $77.20. The fund's shares are currently sitting 2.6% below their 50-day moving average of $92.33 and 0.4% above their 200-day moving average of $89.48. The fund carries a price-to-earnings ratio of 15.43.
Dividend
Avantis International Equity ETF distributes a dividend with a recent yield of 2.81%.
About Avantis International Equity ETF
Avantis International Equity ETF invests in a broad mix of non-U.S. companies across a wide range of market sectors and sizes. The fund focuses on equity securities while keeping at least 80% of its assets invested in them under normal market conditions. It also utilizes derivative tools like currency forwards, futures contracts, and swap agreements to manage its strategy.
Bottom Line
Investors tracking Mission Wealth Management should remember that 13F filings only offer a quarterly snapshot of institutional holdings. Future regulatory disclosures will show whether the firm continues to trim its exposure or starts buying back into AVDE. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Mission Wealth Management's 13F filing on $AVDE (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Mission Wealth Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts