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Avantax Advisory Services’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$203K Buy
+2,564
New +$190K ﹤0.01% 2196
2022
Q2 		– Sell
-4,470
Closed -$280K – 1305
2022
Q1 		$280K Buy
+4,470
New +$281K ﹤0.01% 1031

Other funds holding AVDV

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Avantax Advisory Services's AVDV Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q2 2025: 2,564 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #2196 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in AVDV as recently as Q1 2022.

Avantax Advisory Services first reported a position in AVDV in Q1 2022 and has held it in 2 quarters since. The position peaked at $280K in Q1 2022. 475 funds tracked by Wall St. Rank hold AVDV as of Q2 2025.

  • Avantax Advisory Services held 2,564 shares of Avantis International Small Cap Value ETF worth $203K as of Q2 2025.
  • Avantis International Small Cap Value ETF was a new Avantax Advisory Services position in Q2 2025.
  • Avantis International Small Cap Value ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2196 holding.
  • Avantax Advisory Services first reported a position in Avantis International Small Cap Value ETF in Q1 2022 and has held it in 2 quarters since.
  • Avantax Advisory Services's Avantis International Small Cap Value ETF position peaked at $280K in Q1 2022.
  • 475 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.