American Capital Advisory’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

American Capital Advisory’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	$8.95K	Sell	122 -251	-67%	-$17.1K	﹤0.01%	370
2026 Q1	$23.2K	Sell	373 -336	-47%	-$21.1K	0.01%	275
2025 Q4	$41.6K	Hold	709	–	–	0.02%	221
2025 Q3	$40.6K	Buy	+709	New	+$39.1K	0.02%	213
2025 Q1	–	Sell	-141	Closed	-$7.67K	–	805
2024 Q4	$7.67K	Sell	141 -13	-8%	-$726	﹤0.01%	317
2024 Q3	$8.32K	Hold	154	–	–	﹤0.01%	306
2024 Q2	$7.86K	Buy	+154	New	+$7.75K	0.01%	276
2024 Q1	–	Sell	-154	Closed	-$7.86K	–	465
2023 Q4	$7.86K	Buy	+154	New	+$6.98K	0.01%	276

Other funds holding AVSC

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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 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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

American Capital Advisory's AVSC Position: Q2 2026 in Review

American Capital Advisory reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 67% in Q2 2026, selling an estimated $17.1K and leaving 122 shares worth $8.95K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

American Capital Advisory first reported a position in AVSC in Q4 2023 and has held it in 8 quarters since. The position peaked at $41.6K in Q4 2025. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

American Capital Advisory held 122 shares of Avantis US Small Cap Equity ETF worth $8.95K as of Q2 2026.
American Capital Advisory sold 251 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $17.1K.
Avantis US Small Cap Equity ETF made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #370 holding.
American Capital Advisory first reported a position in Avantis US Small Cap Equity ETF in Q4 2023 and has held it in 8 quarters since.
American Capital Advisory's Avantis US Small Cap Equity ETF position peaked at $41.6K in Q4 2025.
247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.