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OneDigital Investment Advisors’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

OneDigital Investment Advisors’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 		$3.86M Sell
53,748
-211
-0.4% -$15.7K 0.04% 319
2025
Q4 		$3.77M Sell
53,959
-2,451
-4% -$166K 0.04% 322
2025
Q3 		$3.81M Sell
56,410
-12,134
-18% -$786K 0.04% 297
2025
Q2 		$4.26M Buy
+68,544
New +$3.95M 0.05% 271

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 $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

OneDigital Investment Advisors's AVDS Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Avantis International Small Cap Equity ETF (AVDS) stake by 0.39% in Q1 2026, selling an estimated $15.7K and leaving 53,748 shares worth $3.86M. The position accounts for 0.04% of the portfolio, ranked #319.

OneDigital Investment Advisors first reported a position in AVDS in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.26M in Q2 2025. 62 funds tracked by Wall St. Rank hold AVDS as of Q1 2026.

  • OneDigital Investment Advisors held 53,748 shares of Avantis International Small Cap Equity ETF worth $3.86M as of Q1 2026.
  • OneDigital Investment Advisors sold 211 Avantis International Small Cap Equity ETF shares in Q1 2026, an estimated $15.7K.
  • Avantis International Small Cap Equity ETF made up 0.04% of OneDigital Investment Advisors's portfolio in Q1 2026, its #319 holding.
  • OneDigital Investment Advisors first reported a position in Avantis International Small Cap Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • OneDigital Investment Advisors's Avantis International Small Cap Equity ETF position peaked at $4.26M in Q2 2025.
  • 62 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.