Poinciana Advisors Group’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Poinciana Advisors Group’s Portfolio AVDV Stock Details AVDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.06M	Sell	82,511 -3,505	-4%	-$373K	6.72%	4
2026 Q1	$8.59M	Sell	86,016 -934	-1%	-$95.3K	6.78%	4
2025 Q4	$8.17M	Sell	86,950 -1,136	-1%	-$103K	6.44%	4
2025 Q3	$7.84M	Sell	88,086 -1,356	-2%	-$114K	6.62%	4
2025 Q2	$7.09M	Buy	89,442 +5,949	+7%	+$440K	6.39%	4
2025 Q1	$5.82M	Buy	83,493 +7,718	+10%	+$524K	6.03%	4
2024 Q4	$4.93M	Buy	+75,775	New	+$5.1M	5%	5

Other funds holding AVDV

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

FAM

Frontier Asset Management Sheridan, Wyoming $558M AUM 22.41% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Poinciana Advisors Group's AVDV Position: Q2 2026 in Review

Poinciana Advisors Group reduced its Avantis International Small Cap Value ETF (AVDV) stake by 4.1% in Q2 2026, selling an estimated $373K and leaving 82,511 shares worth $9.06M. The position accounts for 6.72% of the portfolio, ranked #4.

Poinciana Advisors Group first reported a position in AVDV in Q4 2024 and has held it in 7 quarters since. 484 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

Poinciana Advisors Group held 82,511 shares of Avantis International Small Cap Value ETF worth $9.06M as of Q2 2026.
Poinciana Advisors Group sold 3,505 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $373K.
Avantis International Small Cap Value ETF made up 6.72% of Poinciana Advisors Group's portfolio in Q2 2026, its #4 holding.
Poinciana Advisors Group first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
484 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.