Advisory Services Network’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Advisory Services Network’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 Q1	$103K	Buy	+1,650	New	+$104K	﹤0.01%	2186
2025 Q4	–	Sell	-2,650	Closed	-$152K	–	1990
2025 Q3	$152K	Buy	+2,650	New	+$146K	﹤0.01%	1837

Other funds holding AVSC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Advisory Services Network's AVSC Position: Q1 2026 in Review

Advisory Services Network opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q1 2026: 1,650 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #2186 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in AVSC as recently as Q3 2025.

Advisory Services Network first reported a position in AVSC in Q3 2025 and has held it in 2 quarters since. The position peaked at $152K in Q3 2025. 219 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

Advisory Services Network held 1,650 shares of Avantis US Small Cap Equity ETF worth $103K as of Q1 2026.
Avantis US Small Cap Equity ETF was a new Advisory Services Network position in Q1 2026.
Avantis US Small Cap Equity ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2186 holding.
Advisory Services Network first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and has held it in 2 quarters since.
Advisory Services Network's Avantis US Small Cap Equity ETF position peaked at $152K in Q3 2025.
219 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.