Approach Retirement Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Approach Retirement 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 Q3	$1.13M	Buy	16,338 +2,041	+14%	+$148K	0.83%	28
2026 Q2	$1.05M	Sell	14,297 -45	-0.3%	-$3.07K	0.76%	30
2026 Q1	$893K	Buy	14,342 +91	+0.6%	+$5.72K	0.74%	30
2025 Q4	$837K	Buy	+14,251	New	+$826K	0.72%	29

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

LPL Financial San Diego, California $468B AUM 17.69% 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

Approach Retirement Advisors's AVSC Position: Q3 2026 in Review

Approach Retirement Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 14% in Q3 2026, buying an estimated $148K and bringing the position to 16,338 shares worth $1.13M. The position accounts for 0.83% of the portfolio, ranked #28.

Approach Retirement Advisors first reported a position in AVSC in Q4 2025 and has held it in 4 quarters since. 178 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

Approach Retirement Advisors held 16,338 shares of Avantis US Small Cap Equity ETF worth $1.13M as of Q3 2026.
Approach Retirement Advisors bought 2,041 Avantis US Small Cap Equity ETF shares in Q3 2026, an estimated $148K.
Avantis US Small Cap Equity ETF made up 0.83% of Approach Retirement Advisors's portfolio in Q3 2026, its #28 holding.
Approach Retirement Advisors first reported a position in Avantis US Small Cap Equity ETF in Q4 2025 and has held it in 4 quarters since.
178 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on Approach Retirement Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.