AE Wealth Management
AVDS icon

AE Wealth Management’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

AE Wealth Management’s Portfolio AVDS Stock Details AVDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-57
Closed -$4.1K – 2669
2026
Q1 		$4.1K Sell
57
-802
-93% -$59.7K ﹤0.01% 2404
2025
Q4 		$60K Buy
859
+732
+576% +$49.7K ﹤0.01% 1816
2025
Q3 		$8.58K Buy
+127
New +$8.23K ﹤0.01% 2016

Other funds holding AVDS

Vinva Investment Management
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True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Freedom Investment Management
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cornerstone Wealth Partners
Cornerstone Wealth Partners Okemos, Michigan $215M AUM
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Nvest Wealth Strategies
Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

AE Wealth Management's AVDS Position: Q2 2026 in Review

AE Wealth Management sold out of Avantis International Small Cap Equity ETF (AVDS) in Q2 2026, closing a stake of 57 shares — an estimated $4.1K sold.

AE Wealth Management first reported a position in AVDS in Q3 2025 and held it in 3 quarters. The position peaked at $60K in Q4 2025. 68 funds tracked by Wall St. Rank hold AVDS as of Q2 2026.

  • AE Wealth Management reported no remaining Avantis International Small Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 57 Avantis International Small Cap Equity ETF shares in Q2 2026, an estimated $4.1K.
  • AE Wealth Management first reported a position in Avantis International Small Cap Equity ETF in Q3 2025 and held it in 3 quarters.
  • AE Wealth Management's Avantis International Small Cap Equity ETF position peaked at $60K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.