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

Ariadne 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 		$917K Sell
12,182
-62
-0.5% -$4.77K 0.41% 59
2026
Q1 		$880K Hold
12,244
– – 0.4% 58
2025
Q4 		$950K Sell
12,244
-36,494
-75% -$2.48M 0.39% 59
2025
Q3 		$3.27M Sell
48,738
-3,735
-7% -$242K 1.47% 16
2025
Q2 		$3.4M Buy
52,473
+568
+1% +$32.8K 1.63% 15
2025
Q1 		$3M Buy
51,905
+935
+2% +$50.3K 1.57% 14
2024
Q4 		$2.75M Buy
50,970
+8,091
+19% +$434K 1.26% 15
2024
Q3 		$2.32M Buy
42,879
+5,423
+14% +$291K 1.26% 15
2024
Q2 		$1.94M Buy
+37,456
New +$1.98M 1.5% 15

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

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

Ariadne Wealth Management reduced its Avantis International Small Cap Equity ETF (AVDS) stake by 0.51% in Q2 2026, selling an estimated $4.77K and leaving 12,182 shares worth $917K. The position accounts for 0.41% of the portfolio, ranked #59.

Ariadne Wealth Management first reported a position in AVDS in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.4M in Q2 2025. 67 funds tracked by Wall St. Rank hold AVDS as of Q2 2026.

  • Ariadne Wealth Management held 12,182 shares of Avantis International Small Cap Equity ETF worth $917K as of Q2 2026.
  • Ariadne Wealth Management sold 62 Avantis International Small Cap Equity ETF shares in Q2 2026, an estimated $4.77K.
  • Avantis International Small Cap Equity ETF made up 0.41% of Ariadne Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Ariadne Wealth Management first reported a position in Avantis International Small Cap Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • Ariadne Wealth Management's Avantis International Small Cap Equity ETF position peaked at $3.4M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q2 2026.

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