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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $215M AUM
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
KCA
Kilner Capital Advisors Gaithersburg, Maryland $117M AUM

Approach Retirement Advisors's AVSC Position: Q2 2026 in Review

Approach Retirement Advisors reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 0.31% in Q2 2026, selling an estimated $3.07K and leaving 14,297 shares worth $1.05M. The position accounts for 0.76% of the portfolio, ranked #30.

Approach Retirement Advisors first reported a position in AVSC in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Approach Retirement Advisors held 14,297 shares of Avantis US Small Cap Equity ETF worth $1.05M as of Q2 2026.
  • Approach Retirement Advisors sold 45 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $3.07K.
  • Avantis US Small Cap Equity ETF made up 0.76% of Approach Retirement Advisors's portfolio in Q2 2026, its #30 holding.
  • Approach Retirement Advisors first reported a position in Avantis US Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.