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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
Q2 		$1.81K Sell
24
-16
-40% -$1.23K ﹤0.01% 1211
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

VIM
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $215M AUM
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM

Strategic Wealth Partners's AVDS Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Avantis International Small Cap Equity ETF (AVDS) stake by 40% in Q2 2026, selling an estimated $1.23K and leaving 24 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Strategic Wealth Partners first reported a position in AVDS in Q3 2025 and has held it in 4 quarters since. The position peaked at $87.4K in Q3 2025. 67 funds tracked by Wall St. Rank hold AVDS as of Q2 2026.

  • Strategic Wealth Partners held 24 shares of Avantis International Small Cap Equity ETF worth $1.81K as of Q2 2026.
  • Strategic Wealth Partners sold 16 Avantis International Small Cap Equity ETF shares in Q2 2026, an estimated $1.23K.
  • Avantis International Small Cap Equity ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1211 holding.
  • Strategic Wealth Partners first reported a position in Avantis International Small Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Avantis International Small Cap Equity ETF position peaked at $87.4K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.