Capstone Wealth Management (Alabama)’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Capstone Wealth Management (Alabama)’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	$3.41M	Buy	33,085 +428	+1%	+$45.6K	1.58%	13
2026 Q1	$3.26M	Buy	32,657 +1,524	+5%	+$156K	2.27%	12
2025 Q4	$2.93M	Buy	31,133 +348	+1%	+$31.6K	2.13%	12
2025 Q3	$2.74M	Buy	30,785 +1,606	+6%	+$135K	2.11%	12
2025 Q2	$2.31M	Buy	29,179 +7,731	+36%	+$572K	2.03%	12
2025 Q1	$1.5M	Buy	21,448 +1,356	+7%	+$92.1K	1.49%	13
2024 Q4	$1.31M	Buy	+20,092	New	+$1.35M	1.28%	13

Other funds holding AVDV

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s AVDV Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) increased its Avantis International Small Cap Value ETF (AVDV) stake by 1.3% in Q2 2026, buying an estimated $45.6K and bringing the position to 33,085 shares worth $3.41M. The position accounts for 1.58% of the portfolio, ranked #13.

Capstone Wealth Management (Alabama) first reported a position in AVDV in Q4 2024 and has held it in 7 quarters since. 375 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Capstone Wealth Management (Alabama) held 33,085 shares of Avantis International Small Cap Value ETF worth $3.41M as of Q2 2026.
Capstone Wealth Management (Alabama) bought 428 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $45.6K.
Avantis International Small Cap Value ETF made up 1.58% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #13 holding.
Capstone Wealth Management (Alabama) first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
375 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.