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Echo Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Echo Wealth Management’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 		$829K Buy
7,581
+3,066
+68% +$332K 0.41% 26
2026
Q2 		$465K Buy
4,515
+1,653
+58% +$176K 0.24% 29
2026
Q1 		$286K Buy
+2,862
New +$292K 0.16% 39

Other funds holding AVDV

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
MWP
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
DF
Define Financial San Diego, California $240M AUM 13.27% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Echo Wealth Management's AVDV Position: Q3 2026 in Review

Echo Wealth Management increased its Avantis International Small Cap Value ETF (AVDV) stake by 68% in Q3 2026, buying an estimated $332K and bringing the position to 7,581 shares worth $829K. The position accounts for 0.41% of the portfolio, ranked #26.

Echo Wealth Management first reported a position in AVDV in Q1 2026 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold AVDV as of Q3 2026.

  • Echo Wealth Management held 7,581 shares of Avantis International Small Cap Value ETF worth $829K as of Q3 2026.
  • Echo Wealth Management bought 3,066 Avantis International Small Cap Value ETF shares in Q3 2026, an estimated $332K.
  • Avantis International Small Cap Value ETF made up 0.41% of Echo Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Echo Wealth Management first reported a position in Avantis International Small Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.