Carson Wealth (CWM LLC)
AVDS icon

Carson Wealth (CWM LLC)’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$12.5M Buy
173,363
+17,801
+11% +$1.33M 0.03% 470
2025
Q4 		$10.9M Buy
155,562
+15,369
+11% +$1.04M 0.03% 497
2025
Q3 		$9.47M Buy
140,193
+25,415
+22% +$1.65M 0.03% 488
2025
Q2 		$7.14M Buy
114,778
+16,358
+17% +$944K 0.03% 493
2025
Q1 		$5.34M Buy
+98,420
New +$5.29M 0.02% 512

Other funds holding AVDS

TNA
True North Advisors Dallas, Texas $877M AUM 13.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $176M AUM
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AVDS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Avantis International Small Cap Equity ETF (AVDS) stake by 11% in Q1 2026, buying an estimated $1.33M and bringing the position to 173,363 shares worth $12.5M. The position accounts for 0.03% of the portfolio, ranked #470.

Carson Wealth (CWM LLC) first reported a position in AVDS in Q1 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold AVDS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 173,363 shares of Avantis International Small Cap Equity ETF worth $12.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 17,801 Avantis International Small Cap Equity ETF shares in Q1 2026, an estimated $1.33M.
  • Avantis International Small Cap Equity ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #470 holding.
  • Carson Wealth (CWM LLC) first reported a position in Avantis International Small Cap Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 62 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.