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Global Retirement Partners’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Global Retirement Partners’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
2025
Q4 		$6.28K Sell
90
-208
-70% -$14.1K ﹤0.01% 3359
2025
Q3 		$20.1K Sell
298
-212
-42% -$13.7K ﹤0.01% 2399
2025
Q2 		$31.7K Buy
+510
New +$29.4K ﹤0.01% 2035
2024
Q4 		$29K Sell
560
-74
-12% -$3.96K ﹤0.01% 1879
2024
Q3 		$35.7K Buy
+634
New +$34.1K ﹤0.01% 1718

Other funds holding AVDS

FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $176M AUM
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Global Retirement Partners's AVDS Position: Q4 2025 in Review

Global Retirement Partners reduced its Avantis International Small Cap Equity ETF (AVDS) stake by 70% in Q4 2025, selling an estimated $14.1K and leaving 90 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3359.

Global Retirement Partners first reported a position in AVDS in Q3 2024 and has held it in 5 quarters since. The position peaked at $35.7K in Q3 2024. 51 funds tracked by Wall St. Rank hold AVDS as of Q4 2025.

  • Global Retirement Partners held 90 shares of Avantis International Small Cap Equity ETF worth $6.28K as of Q4 2025.
  • Global Retirement Partners sold 208 Avantis International Small Cap Equity ETF shares in Q4 2025, an estimated $14.1K.
  • Avantis International Small Cap Equity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3359 holding.
  • Global Retirement Partners first reported a position in Avantis International Small Cap Equity ETF in Q3 2024 and has held it in 5 quarters since.
  • Global Retirement Partners's Avantis International Small Cap Equity ETF position peaked at $35.7K in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.