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Prospera Financial Services’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Prospera Financial Services’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 		$5.53M Buy
53,698
+12,956
+32% +$1.38M 0.08% 256
2026
Q1 		$4.07M Buy
40,742
+35,219
+638% +$3.59M 0.07% 307
2025
Q4 		$519K Sell
5,523
-8,861
-62% -$804K 0.01% 910
2025
Q3 		$1.28M Buy
14,384
+11,641
+424% +$978K 0.02% 598
2025
Q2 		$217K Sell
2,743
-317
-10% -$23.4K ﹤0.01% 1233
2025
Q1 		$213K Buy
+3,060
New +$208K ﹤0.01% 1109
2024
Q4 		– Sell
-4,095
Closed -$289K – 1141
2024
Q3 		$289K Buy
4,095
+58
+1% +$3.9K 0.01% 936
2024
Q2 		$262K Sell
4,037
-50,125
-93% -$3.31M 0.01% 969
2024
Q1 		$3.57M Buy
54,162
+30,331
+127% +$1.89M 0.11% 215
2023
Q4 		$1.49M Buy
+23,831
New +$1.39M 0.05% 369

Other funds holding AVDV

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
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Prospera Financial Services's AVDV Position: Q2 2026 in Review

Prospera Financial Services increased its Avantis International Small Cap Value ETF (AVDV) stake by 32% in Q2 2026, buying an estimated $1.38M and bringing the position to 53,698 shares worth $5.53M. The position accounts for 0.08% of the portfolio, ranked #256.

Prospera Financial Services first reported a position in AVDV in Q4 2023 and has held it in 10 quarters since. 150 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Prospera Financial Services held 53,698 shares of Avantis International Small Cap Value ETF worth $5.53M as of Q2 2026.
  • Prospera Financial Services bought 12,956 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $1.38M.
  • Avantis International Small Cap Value ETF made up 0.08% of Prospera Financial Services's portfolio in Q2 2026, its #256 holding.
  • Prospera Financial Services first reported a position in Avantis International Small Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 150 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.