BAM
AVDV icon

Belpointe Asset Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Belpointe Asset Management’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
2026
Q2 		$1.11M Sell
10,800
-3,910
-27% -$416K 0.04% 462
2026
Q1 		$1.47M Buy
+14,710
New +$1.5M 0.05% 319

Other funds holding AVDV

AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Belpointe Asset Management's AVDV Position: Q2 2026 in Review

Belpointe Asset Management reduced its Avantis International Small Cap Value ETF (AVDV) stake by 27% in Q2 2026, selling an estimated $416K and leaving 10,800 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #462.

Belpointe Asset Management first reported a position in AVDV in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.47M in Q1 2026. 375 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Belpointe Asset Management held 10,800 shares of Avantis International Small Cap Value ETF worth $1.11M as of Q2 2026.
  • Belpointe Asset Management sold 3,910 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $416K.
  • Avantis International Small Cap Value ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #462 holding.
  • Belpointe Asset Management first reported a position in Avantis International Small Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Belpointe Asset Management's Avantis International Small Cap Value ETF position peaked at $1.47M in Q1 2026.
  • 375 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.