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

PFG Private 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
2025
Q4 		– Sell
-4,320
Closed -$292K – 79
2025
Q3 		$292K Buy
+4,320
New +$280K 0.13% 94

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 $16B AUM 26.77% 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

PFG Private Wealth Management's AVDS Position: Q4 2025 in Review

PFG Private Wealth Management sold out of Avantis International Small Cap Equity ETF (AVDS) in Q4 2025, closing a stake of 4,320 shares — an estimated $292K sold.

PFG Private Wealth Management first reported a position in AVDS in Q3 2025 and held it in 1 quarter. The position peaked at $292K in Q3 2025. 51 funds tracked by Wall St. Rank hold AVDS as of Q4 2025.

  • PFG Private Wealth Management reported no remaining Avantis International Small Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 4,320 Avantis International Small Cap Equity ETF shares in Q4 2025, an estimated $292K.
  • PFG Private Wealth Management first reported a position in Avantis International Small Cap Equity ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Avantis International Small Cap Equity ETF position peaked at $292K in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.