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Action Point Financial Planning’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Action Point Financial Planning’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 		$1.61M Buy
+21,982
New +$1.5M 0.16% 125

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

Action Point Financial Planning's AVSC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q2 2026: 21,982 shares worth $1.61M. The stake represents 0.16% of the portfolio and ranks #125 among its holdings.

247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Action Point Financial Planning held 21,982 shares of Avantis US Small Cap Equity ETF worth $1.61M as of Q2 2026.
  • Avantis US Small Cap Equity ETF was a new Action Point Financial Planning position in Q2 2026.
  • Avantis US Small Cap Equity ETF made up 0.16% of Action Point Financial Planning's portfolio in Q2 2026, its #125 holding.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.