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Summit Financial’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Summit Financial’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 		$527K Buy
7,332
+575
+9% +$42.8K 0.01% 976
2025
Q4 		$472K Buy
6,757
+1,168
+21% +$79.2K 0.01% 906
2025
Q3 		$378K Buy
+5,589
New +$362K 0.01% 979

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

Summit Financial's AVDS Position: Q1 2026 in Review

Summit Financial increased its Avantis International Small Cap Equity ETF (AVDS) stake by 8.5% in Q1 2026, buying an estimated $42.8K and bringing the position to 7,332 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #976.

Summit Financial first reported a position in AVDS in Q3 2025 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold AVDS as of Q1 2026.

  • Summit Financial held 7,332 shares of Avantis International Small Cap Equity ETF worth $527K as of Q1 2026.
  • Summit Financial bought 575 Avantis International Small Cap Equity ETF shares in Q1 2026, an estimated $42.8K.
  • Avantis International Small Cap Equity ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #976 holding.
  • Summit Financial first reported a position in Avantis International Small Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.