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Bellwether Advisors’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Bellwether Advisors’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
2022
Q1 		– Sell
-240
Closed -$15K – 550
2021
Q4 		$15K Buy
+240
New +$15.6K ﹤0.01% 295

Other funds holding AVDV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bellwether Advisors's AVDV Position: Q1 2022 in Review

Bellwether Advisors sold out of Avantis International Small Cap Value ETF (AVDV) in Q1 2022, closing a stake of 240 shares — an estimated $15K sold.

Bellwether Advisors first reported a position in AVDV in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 139 funds tracked by Wall St. Rank hold AVDV as of Q1 2022.

  • Bellwether Advisors reported no remaining Avantis International Small Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Bellwether Advisors sold 240 Avantis International Small Cap Value ETF shares in Q1 2022, an estimated $15K.
  • Bellwether Advisors first reported a position in Avantis International Small Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Bellwether Advisors's Avantis International Small Cap Value ETF position peaked at $15K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q1 2022.

Based on Bellwether Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.