Accel Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Accel Wealth Management’s Portfolio AVDV Stock Details AVDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$227K	Sell	2,074 -6	-0.3%	-$651	0.05%	275
2026 Q2	$214K	Hold	2,080	–	–	0.05%	281
2026 Q1	$208K	Buy	+2,080	New	+$212K	0.05%	270
2024 Q2	–	Sell	-4,362	Closed	-$287K	–	245
2024 Q1	$287K	Hold	4,362	–	–	0.12%	159
2023 Q4	$273K	Sell	4,362 -243	-5%	-$14.1K	0.14%	151
2023 Q3	$266K	Hold	4,605	–	–	0.15%	133
2023 Q2	$265K	Buy	+4,605	New	+$270K	0.15%	136

Other funds holding AVDV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return

Accel Wealth Management's AVDV Position: Q3 2026 in Review

Accel Wealth Management reduced its Avantis International Small Cap Value ETF (AVDV) stake by 0.29% in Q3 2026, selling an estimated $651 and leaving 2,074 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #275.

Accel Wealth Management first reported a position in AVDV in Q2 2023 and has held it in 7 quarters since. The position peaked at $287K in Q1 2024. 526 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

Accel Wealth Management held 2,074 shares of Avantis International Small Cap Value ETF worth $227K as of Q3 2026.
Accel Wealth Management sold 6 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $651.
Avantis International Small Cap Value ETF made up 0.05% of Accel Wealth Management's portfolio in Q3 2026, its #275 holding.
Accel Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q2 2023 and has held it in 7 quarters since.
Accel Wealth Management's Avantis International Small Cap Value ETF position peaked at $287K in Q1 2024.
526 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.