Summit Financial
AVDS icon

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
Q2 		$566K Buy
7,523
+191
+3% +$14.7K 0.01% 1048
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

Vinva Investment Management
Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return
True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Freedom Investment Management
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cornerstone Wealth Partners
Cornerstone Wealth Partners Okemos, Michigan $252M AUM 15.1% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Nvest Wealth Strategies
Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Summit Financial's AVDS Position: Q2 2026 in Review

Summit Financial increased its Avantis International Small Cap Equity ETF (AVDS) stake by 2.6% in Q2 2026, buying an estimated $14.7K and bringing the position to 7,523 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #1048.

Summit Financial first reported a position in AVDS in Q3 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold AVDS as of Q2 2026.

  • Summit Financial held 7,523 shares of Avantis International Small Cap Equity ETF worth $566K as of Q2 2026.
  • Summit Financial bought 191 Avantis International Small Cap Equity ETF shares in Q2 2026, an estimated $14.7K.
  • Avantis International Small Cap Equity ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1048 holding.
  • Summit Financial first reported a position in Avantis International Small Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.