Arista Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Arista Wealth Management’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	$235K	Buy	+3,206	New	+$219K	0.03%	252
2024 Q4	–	Sell	-3,913	Closed	-$211K	–	68
2024 Q3	$211K	Buy	+3,913	New	+$207K	0.05%	66
2024 Q2	–	Sell	-4,306	Closed	-$225K	–	66
2024 Q1	$225K	Hold	4,306	–	–	0.17%	32
2023 Q4	$220K	Buy	+4,306	New	+$195K	0.08%	53

Other funds holding AVSC

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Kilner Capital Advisors Gaithersburg, Maryland $117M AUM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return