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 Q3	$8.44K	Hold	122	–	–	﹤0.01%	389
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	-$7.66K	–	805
2024 Q4	$7.66K	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

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Cornerstone Wealth Partners Okemos, Michigan $252M AUM 15.1% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

American Capital Advisory's AVSC Position: Q3 2026 in Review

American Capital Advisory held its Avantis US Small Cap Equity ETF (AVSC) position steady in Q3 2026 at 122 shares worth $8.44K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

American Capital Advisory first reported a position in AVSC in Q4 2023 and has held it in 9 quarters since. The position peaked at $41.6K in Q4 2025. 133 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

American Capital Advisory held 122 shares of Avantis US Small Cap Equity ETF worth $8.44K as of Q3 2026.
American Capital Advisory left its Avantis US Small Cap Equity ETF share count unchanged in Q3 2026.
Avantis US Small Cap Equity ETF made up ﹤0.01% of American Capital Advisory's portfolio in Q3 2026, its #389 holding.
American Capital Advisory first reported a position in Avantis US Small Cap Equity ETF in Q4 2023 and has held it in 9 quarters since.
American Capital Advisory's Avantis US Small Cap Equity ETF position peaked at $41.6K in Q4 2025.
133 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.