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Albion Financial Group’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Albion Financial Group’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
-51
Closed -$3.67K – 654
2026
Q1 		$3.67K Buy
+51
New +$3.8K ﹤0.01% 512

Other funds holding AVDS

VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $215M AUM
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM

Albion Financial Group's AVDS Position: Q2 2026 in Review

Albion Financial Group sold out of Avantis International Small Cap Equity ETF (AVDS) in Q2 2026, closing a stake of 51 shares — an estimated $3.67K sold.

Albion Financial Group first reported a position in AVDS in Q1 2026 and held it in 1 quarter. The position peaked at $3.67K in Q1 2026. 67 funds tracked by Wall St. Rank hold AVDS as of Q2 2026.

  • Albion Financial Group reported no remaining Avantis International Small Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Albion Financial Group sold 51 Avantis International Small Cap Equity ETF shares in Q2 2026, an estimated $3.67K.
  • Albion Financial Group first reported a position in Avantis International Small Cap Equity ETF in Q1 2026 and held it in 1 quarter.
  • Albion Financial Group's Avantis International Small Cap Equity ETF position peaked at $3.67K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.