IWS
AVDS icon

Integrity Wealth Solutions’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Integrity Wealth Solutions’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 		$364K Sell
5,060
-25
-0.5% -$1.86K 0.14% 89
2025
Q4 		$355K Buy
5,085
+765
+18% +$51.9K 0.14% 89
2025
Q3 		$292K Buy
4,320
+292
+7% +$18.9K 0.13% 94
2025
Q2 		$251K Buy
4,028
+230
+6% +$13.3K 0.12% 98
2025
Q1 		$206K Buy
+3,798
New +$204K 0.11% 98

Other funds holding AVDS

TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 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 $16B AUM 26.77% 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

Integrity Wealth Solutions's AVDS Position: Q1 2026 in Review

Integrity Wealth Solutions reduced its Avantis International Small Cap Equity ETF (AVDS) stake by 0.49% in Q1 2026, selling an estimated $1.86K and leaving 5,060 shares worth $364K. The position accounts for 0.14% of the portfolio, ranked #89.

Integrity Wealth Solutions first reported a position in AVDS in Q1 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold AVDS as of Q1 2026.

  • Integrity Wealth Solutions held 5,060 shares of Avantis International Small Cap Equity ETF worth $364K as of Q1 2026.
  • Integrity Wealth Solutions sold 25 Avantis International Small Cap Equity ETF shares in Q1 2026, an estimated $1.86K.
  • Avantis International Small Cap Equity ETF made up 0.14% of Integrity Wealth Solutions's portfolio in Q1 2026, its #89 holding.
  • Integrity Wealth Solutions first reported a position in Avantis International Small Cap Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 62 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q1 2026.

Based on Integrity Wealth Solutions's 13F filing for Q1 2026, filed 4 May 2026.