Curtis Advisory Group
AVDV icon

Curtis Advisory Group’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Curtis Advisory Group’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
Q3 		$1.49M Buy
13,577
+411
+3% +$44.6K 0.28% 57
2026
Q2 		$1.36M Sell
13,166
-94
-0.7% -$10K 0.26% 60
2026
Q1 		$1.32M Sell
13,260
-232
-2% -$23.7K 0.29% 57
2025
Q4 		$1.27M Buy
13,492
+36
+0.3% +$3.27K 0.27% 56
2025
Q3 		$1.2M Buy
13,456
+1,334
+11% +$112K 0.27% 49
2025
Q2 		$961K Buy
12,122
+360
+3% +$26.6K 0.24% 52
2025
Q1 		$820K Buy
11,762
+4
+0% +$272 0.24% 59
2024
Q4 		$765K Buy
11,758
+80
+0.7% +$5.39K 0.2% 57
2024
Q3 		$825K Buy
11,678
+376
+3% +$25.3K 0.23% 52
2024
Q2 		$734K Buy
11,302
+1,425
+14% +$94.1K 0.26% 49
2024
Q1 		$651K Buy
9,877
+1,225
+14% +$76.4K 0.25% 56
2023
Q4 		$541K Sell
8,652
-6,202
-42% -$361K 0.25% 54
2023
Q3 		$859K Buy
14,854
+6,439
+77% +$380K 0.29% 40
2023
Q2 		$484K Sell
8,415
-6,867
-45% -$402K 0.15% 59
2023
Q1 		$894K Buy
15,282
+10,974
+255% +$640K 0.33% 37
2022
Q4 		$238K Sell
4,308
-2,985
-41% -$158K 0.1% 78
2022
Q3 		$346K Buy
7,293
+2,594
+55% +$137K 0.14% 64
2022
Q2 		$248K Buy
+4,699
New +$276K 0.1% 81

Other funds holding AVDV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Frontier Asset Management
Frontier Asset Management Sheridan, Wyoming $530M AUM 13.97% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Curtis Advisory Group's AVDV Position: Q3 2026 in Review

Curtis Advisory Group increased its Avantis International Small Cap Value ETF (AVDV) stake by 3.1% in Q3 2026, buying an estimated $44.6K and bringing the position to 13,577 shares worth $1.49M. The position accounts for 0.28% of the portfolio, ranked #57.

Curtis Advisory Group first reported a position in AVDV in Q2 2022 and has held it in 18 quarters since. 499 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • Curtis Advisory Group held 13,577 shares of Avantis International Small Cap Value ETF worth $1.49M as of Q3 2026.
  • Curtis Advisory Group bought 411 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $44.6K.
  • Avantis International Small Cap Value ETF made up 0.28% of Curtis Advisory Group's portfolio in Q3 2026, its #57 holding.
  • Curtis Advisory Group first reported a position in Avantis International Small Cap Value ETF in Q2 2022 and has held it in 18 quarters since.
  • 499 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.