Checchi Capital Advisers’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Checchi Capital Advisers’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	$13.2M	Buy	127,610 +9,927	+8%	+$1.06M	0.59%	39
2026 Q1	$11.8M	Buy	117,683 +3,182	+3%	+$325K	0.59%	42
2025 Q4	$10.8M	Buy	114,501 +7,052	+7%	+$640K	0.55%	42
2025 Q3	$9.57M	Sell	107,449 -705	-0.7%	-$59.3K	0.5%	45
2025 Q2	$8.57M	Buy	108,154 +32,175	+42%	+$2.38M	0.48%	49
2025 Q1	$5.3M	Buy	75,979 +9,809	+15%	+$666K	0.28%	67
2024 Q4	$4.31M	Sell	66,170 -12,719	-16%	-$857K	0.25%	77
2024 Q3	$5.58M	Buy	78,889 +7,414	+10%	+$499K	0.31%	59
2024 Q2	$4.64M	Buy	71,475 +4,225	+6%	+$279K	0.23%	65
2024 Q1	$4.43M	Buy	67,250 +17,230	+34%	+$1.07M	0.35%	71
2023 Q4	$3.13M	Buy	50,020 +3,529	+8%	+$205K	0.25%	84
2023 Q3	$2.69M	Buy	46,491 +4,818	+12%	+$284K	0.25%	88
2023 Q2	$2.4M	Buy	41,673 +1,732	+4%	+$101K	0.21%	90
2023 Q1	$2.34M	Buy	39,941 +3,307	+9%	+$193K	0.23%	91
2022 Q4	$2.03M	Sell	36,634 -62,305	-63%	-$3.29M	0.21%	93
2022 Q3	$4.7M	Sell	98,939 -18,045	-15%	-$956K	0.44%	56
2022 Q2	$6.55M	Buy	+116,984	New	+$6.86M	0.57%	39

Other funds holding AVDV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Checchi Capital Advisers's AVDV Position: Q2 2026 in Review

Checchi Capital Advisers increased its Avantis International Small Cap Value ETF (AVDV) stake by 8.4% in Q2 2026, buying an estimated $1.06M and bringing the position to 127,610 shares worth $13.2M. The position accounts for 0.59% of the portfolio, ranked #39.

Checchi Capital Advisers first reported a position in AVDV in Q2 2022 and has held it in 17 quarters since. 708 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Checchi Capital Advisers held 127,610 shares of Avantis International Small Cap Value ETF worth $13.2M as of Q2 2026.
Checchi Capital Advisers bought 9,927 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $1.06M.
Avantis International Small Cap Value ETF made up 0.59% of Checchi Capital Advisers's portfolio in Q2 2026, its #39 holding.
Checchi Capital Advisers first reported a position in Avantis International Small Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
708 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.