CX Institutional
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CX Institutional’s Avantis International Small Cap Value ETF AVDV Stock Holding History

CX Institutional’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 		$92K Buy
845
+34
+4% +$3.69K ﹤0.01% 888
2026
Q2 		$84K Buy
+811
New +$86.3K ﹤0.01% 895
2026
Q1 		– Sell
-24
Closed -$2K – 1550
2025
Q4 		$2K Buy
+24
New +$2.18K ﹤0.01% 1347

Other funds holding AVDV

Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Emprise Bank
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
Define Financial
Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return

CX Institutional's AVDV Position: Q3 2026 in Review

CX Institutional increased its Avantis International Small Cap Value ETF (AVDV) stake by 4.2% in Q3 2026, buying an estimated $3.69K and bringing the position to 845 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

CX Institutional first reported a position in AVDV in Q4 2025 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • CX Institutional held 845 shares of Avantis International Small Cap Value ETF worth $92K as of Q3 2026.
  • CX Institutional bought 34 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $3.69K.
  • Avantis International Small Cap Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #888 holding.
  • CX Institutional first reported a position in Avantis International Small Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.