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1620 Investment Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

1620 Investment Advisors’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$733 Hold
10
– – ﹤0.01% 654
2026
Q1 		$623 Hold
10
– – ﹤0.01% 634
2025
Q4 		$587 Hold
10
– – ﹤0.01% 624
2025
Q3 		$573 Hold
10
– – ﹤0.01% 620
2025
Q2 		$516 Sell
10
-245
-96% -$11.8K ﹤0.01% 653
2025
Q1 		$12.3K Buy
255
+5
+2% +$264 0.01% 420
2024
Q4 		$13.6K Hold
250
– – 0.01% 425
2024
Q3 		$13.5K Buy
+250
New +$13.2K 0.01% 442

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

1620 Investment Advisors's AVSC Position: Q2 2026 in Review

1620 Investment Advisors held its Avantis US Small Cap Equity ETF (AVSC) position steady in Q2 2026 at 10 shares worth $733. The position accounts for ﹤0.01% of the portfolio, ranked #654.

1620 Investment Advisors first reported a position in AVSC in Q3 2024 and has held it in 8 quarters since. The position peaked at $13.6K in Q4 2024. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • 1620 Investment Advisors held 10 shares of Avantis US Small Cap Equity ETF worth $733 as of Q2 2026.
  • 1620 Investment Advisors left its Avantis US Small Cap Equity ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #654 holding.
  • 1620 Investment Advisors first reported a position in Avantis US Small Cap Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 1620 Investment Advisors's Avantis US Small Cap Equity ETF position peaked at $13.6K in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.