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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio AVDS Stock Details AVDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.9K Hold
225
– – ﹤0.01% 408
2026
Q1 		$16.2K Buy
225
+75
+50% +$5.58K ﹤0.01% 374
2025
Q4 		$10.5K Hold
150
– – ﹤0.01% 410
2025
Q3 		$10.1K Buy
+150
New +$9.72K ﹤0.01% 406

Other funds holding AVDS

TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $215M AUM
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HWA
Heritage Wealth Architects Mendota Heights, Minnesota $251M AUM 18.04% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AVDS Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Avantis International Small Cap Equity ETF (AVDS) position steady in Q2 2026 at 225 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AVDS in Q3 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold AVDS as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 225 shares of Avantis International Small Cap Equity ETF worth $16.9K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Avantis International Small Cap Equity ETF share count unchanged in Q2 2026.
  • Avantis International Small Cap Equity ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #408 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Avantis International Small Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.