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Elevate Wealth Advisory’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Elevate Wealth Advisory’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
Q2 		$7.86M Buy
76,258
+4,054
+6% +$431K 4.49% 7
2026
Q1 		$7.21M Buy
72,204
+7,071
+11% +$721K 4.55% 7
2025
Q4 		$6.12M Buy
65,133
+3,434
+6% +$312K 4.18% 7
2025
Q3 		$5.49M Sell
61,699
-3,109
-5% -$261K 3.99% 7
2025
Q2 		$5.14M Sell
64,808
-4,835
-7% -$358K 3.66% 7
2025
Q1 		$4.86M Sell
69,643
-4,342
-6% -$295K 3.44% 10
2024
Q4 		$4.74M Buy
73,985
+2,465
+3% +$166K 3.55% 7
2024
Q3 		$5.05M Buy
71,520
+1,610
+2% +$108K 3.75% 7
2024
Q2 		$4.54M Buy
69,910
+4,137
+6% +$273K 3.68% 8
2024
Q1 		$4.33M Sell
65,773
-226
-0.3% -$14.1K 3.77% 8
2023
Q4 		$4.12M Buy
+65,999
New +$3.84M 3.78% 8

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Elevate Wealth Advisory's AVDV Position: Q2 2026 in Review

Elevate Wealth Advisory increased its Avantis International Small Cap Value ETF (AVDV) stake by 5.6% in Q2 2026, buying an estimated $431K and bringing the position to 76,258 shares worth $7.86M. The position accounts for 4.49% of the portfolio, ranked #7.

Elevate Wealth Advisory first reported a position in AVDV in Q4 2023 and has held it in 11 quarters since. 708 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Elevate Wealth Advisory held 76,258 shares of Avantis International Small Cap Value ETF worth $7.86M as of Q2 2026.
  • Elevate Wealth Advisory bought 4,054 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $431K.
  • Avantis International Small Cap Value ETF made up 4.49% of Elevate Wealth Advisory's portfolio in Q2 2026, its #7 holding.
  • Elevate Wealth Advisory first reported a position in Avantis International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 708 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.