PWM
AVDV icon

Pursuit Wealth Management’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Pursuit Wealth Management’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
2025
Q4 		$1.91M Buy
+20,276
New +$1.84M 1.64% 13

Other funds holding AVDV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
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

Pursuit Wealth Management's AVDV Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in Avantis International Small Cap Value ETF (AVDV) in Q4 2025: 20,276 shares worth $1.91M. The stake represents 1.64% of the portfolio and ranks #13 among its holdings.

585 funds tracked by Wall St. Rank hold AVDV as of Q4 2025.

  • Pursuit Wealth Management held 20,276 shares of Avantis International Small Cap Value ETF worth $1.91M as of Q4 2025.
  • Avantis International Small Cap Value ETF was a new Pursuit Wealth Management position in Q4 2025.
  • Avantis International Small Cap Value ETF made up 1.64% of Pursuit Wealth Management's portfolio in Q4 2025, its #13 holding.
  • 585 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.