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Duncan Williams Asset Management’s Avantis All International Markets Equity ETF AVNM Stock Holding History

Duncan Williams Asset Management’s Portfolio AVNM Stock Details AVNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.9M Buy
313,894
+33,633
+12% +$2.63M 6.63% 4
2025
Q4 		$22.2M Buy
280,261
+271,899
+3,252% +$19.5M 5.52% 4
2025
Q3 		$590K Buy
+8,362
New +$566K 0.17% 91

Other funds holding AVNM

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $350M AUM 39.2% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $243M AUM 13.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Duncan Williams Asset Management's AVNM Position: Q1 2026 in Review

Duncan Williams Asset Management increased its Avantis All International Markets Equity ETF (AVNM) stake by 12% in Q1 2026, buying an estimated $2.63M and bringing the position to 313,894 shares worth $23.9M. The position accounts for 6.63% of the portfolio, ranked #4.

Duncan Williams Asset Management first reported a position in AVNM in Q3 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold AVNM as of Q1 2026.

  • Duncan Williams Asset Management held 313,894 shares of Avantis All International Markets Equity ETF worth $23.9M as of Q1 2026.
  • Duncan Williams Asset Management bought 33,633 Avantis All International Markets Equity ETF shares in Q1 2026, an estimated $2.63M.
  • Avantis All International Markets Equity ETF made up 6.63% of Duncan Williams Asset Management's portfolio in Q1 2026, its #4 holding.
  • Duncan Williams Asset Management first reported a position in Avantis All International Markets Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Avantis All International Markets Equity ETF as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.