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 Q1	$3.67K	Buy	+51	New	+$3.8K	﹤0.01%	512

Other funds holding AVDS

TNA

True North Advisors Dallas, Texas $877M AUM 13.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

CWP

Cornerstone Wealth Partners Okemos, Michigan $176M AUM

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

Albion Financial Group's AVDS Position: Q1 2026 in Review

Albion Financial Group opened a new position in Avantis International Small Cap Equity ETF (AVDS) in Q1 2026: 51 shares worth $3.67K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings.

62 funds tracked by Wall St. Rank hold AVDS as of Q1 2026.

Albion Financial Group held 51 shares of Avantis International Small Cap Equity ETF worth $3.67K as of Q1 2026.
Avantis International Small Cap Equity ETF was a new Albion Financial Group position in Q1 2026.
Avantis International Small Cap Equity ETF made up ﹤0.01% of Albion Financial Group's portfolio in Q1 2026, its #512 holding.
62 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q1 2026.

Based on Albion Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.