Lionshead Wealth Management’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Lionshead Wealth Management’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 Q3	$230K	Sell	2,949 -35	-1%	-$2.74K	0.16%	95
2026 Q2	$225K	Sell	2,984 -19	-0.6%	-$1.46K	0.15%	103
2026 Q1	$216K	Sell	3,003 -474	-14%	-$35.3K	0.16%	102
2025 Q4	$243K	Sell	3,477 -141	-4%	-$9.6K	0.18%	91
2025 Q3	$244K	Sell	3,618 -125	-3%	-$8.1K	0.19%	90
2025 Q2	$233K	Buy	+3,743	New	+$216K	0.21%	84
2025 Q1	–	Sell	-6,610	Closed	-$343K	–	90
2024 Q4	$343K	Buy	+6,610	New	+$354K	0.25%	81

Other funds holding AVDS

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cornerstone Wealth Partners Okemos, Michigan $252M AUM 15.1% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

LAM Group Lake Oswego, Oregon $199M AUM 14.21% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Lionshead Wealth Management's AVDS Position: Q3 2026 in Review

Lionshead Wealth Management reduced its Avantis International Small Cap Equity ETF (AVDS) stake by 1.2% in Q3 2026, selling an estimated $2.74K and leaving 2,949 shares worth $230K. The position accounts for 0.16% of the portfolio, ranked #95.

Lionshead Wealth Management first reported a position in AVDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $343K in Q4 2024. 34 funds tracked by Wall St. Rank hold AVDS as of Q3 2026.

Lionshead Wealth Management held 2,949 shares of Avantis International Small Cap Equity ETF worth $230K as of Q3 2026.
Lionshead Wealth Management sold 35 Avantis International Small Cap Equity ETF shares in Q3 2026, an estimated $2.74K.
Avantis International Small Cap Equity ETF made up 0.16% of Lionshead Wealth Management's portfolio in Q3 2026, its #95 holding.
Lionshead Wealth Management first reported a position in Avantis International Small Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
Lionshead Wealth Management's Avantis International Small Cap Equity ETF position peaked at $343K in Q4 2024.
34 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q3 2026.

Based on Lionshead Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.