SWP
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Strategic Wealth Partners’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Strategic Wealth Partners’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 		$2.87K Buy
40
+1
+3% +$74 ﹤0.01% 1127
2025
Q4 		$2.72K Sell
39
-1,255
-97% -$85.1K ﹤0.01% 1157
2025
Q3 		$87.4K Buy
+1,294
New +$83.8K 0.01% 458

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 $12.8B AUM 19.38% 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

Strategic Wealth Partners's AVDS Position: Q1 2026 in Review

Strategic Wealth Partners increased its Avantis International Small Cap Equity ETF (AVDS) stake by 2.6% in Q1 2026, buying an estimated $74 and bringing the position to 40 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Strategic Wealth Partners first reported a position in AVDS in Q3 2025 and has held it in 3 quarters since. The position peaked at $87.4K in Q3 2025. 62 funds tracked by Wall St. Rank hold AVDS as of Q1 2026.

  • Strategic Wealth Partners held 40 shares of Avantis International Small Cap Equity ETF worth $2.87K as of Q1 2026.
  • Strategic Wealth Partners bought 1 Avantis International Small Cap Equity ETF share in Q1 2026, an estimated $74.
  • Avantis International Small Cap Equity ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1127 holding.
  • Strategic Wealth Partners first reported a position in Avantis International Small Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Avantis International Small Cap Equity ETF position peaked at $87.4K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.