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Golden State Equity Partners’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Golden State Equity 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
2026
Q1 		$183K Sell
2,541
-1,777
-41% -$132K 0.01% 643
2025
Q4 		$301K Buy
+4,318
New +$293K 0.05% 391

Other funds holding AVDS

TNA
True North Advisors Dallas, Texas $877M AUM 13.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $176M AUM
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM

Golden State Equity Partners's AVDS Position: Q1 2026 in Review

Golden State Equity Partners reduced its Avantis International Small Cap Equity ETF (AVDS) stake by 41% in Q1 2026, selling an estimated $132K and leaving 2,541 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #643.

Golden State Equity Partners first reported a position in AVDS in Q4 2025 and has held it in 2 quarters since. The position peaked at $301K in Q4 2025. 62 funds tracked by Wall St. Rank hold AVDS as of Q1 2026.

  • Golden State Equity Partners held 2,541 shares of Avantis International Small Cap Equity ETF worth $183K as of Q1 2026.
  • Golden State Equity Partners sold 1,777 Avantis International Small Cap Equity ETF shares in Q1 2026, an estimated $132K.
  • Avantis International Small Cap Equity ETF made up 0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #643 holding.
  • Golden State Equity Partners first reported a position in Avantis International Small Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Golden State Equity Partners's Avantis International Small Cap Equity ETF position peaked at $301K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.