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Cornerstone Wealth Partners’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Cornerstone Wealth Partners’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
Q2 		$6.75M Buy
89,637
+10,832
+14% +$833K 3.14% 10
2026
Q1 		$5.66M Buy
78,805
+9,537
+14% +$710K 3.21% 10
2025
Q4 		$4.84M Buy
+69,268
New +$4.7M 3.36% 10

Other funds holding AVDS

VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Cornerstone Wealth Partners's AVDS Position: Q2 2026 in Review

Cornerstone Wealth Partners increased its Avantis International Small Cap Equity ETF (AVDS) stake by 14% in Q2 2026, buying an estimated $833K and bringing the position to 89,637 shares worth $6.75M. The position accounts for 3.14% of the portfolio, ranked #10.

Cornerstone Wealth Partners first reported a position in AVDS in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold AVDS as of Q2 2026.

  • Cornerstone Wealth Partners held 89,637 shares of Avantis International Small Cap Equity ETF worth $6.75M as of Q2 2026.
  • Cornerstone Wealth Partners bought 10,832 Avantis International Small Cap Equity ETF shares in Q2 2026, an estimated $833K.
  • Avantis International Small Cap Equity ETF made up 3.14% of Cornerstone Wealth Partners's portfolio in Q2 2026, its #10 holding.
  • Cornerstone Wealth Partners first reported a position in Avantis International Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q2 2026.

Based on Cornerstone Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.