AssetMark Inc’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

AssetMark Inc’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	$53K	Buy	723 +696	+2,578%	+$47.5K	﹤0.01%	1815
2026 Q1	$1.68K	Hold	27	–	–	﹤0.01%	2904
2025 Q4	$1.59K	Hold	27	–	–	﹤0.01%	2825
2025 Q3	$1.55K	Hold	27	–	–	﹤0.01%	2682
2025 Q2	$1.39K	Sell	27 -460	-94%	-$22.2K	﹤0.01%	2536
2025 Q1	$23.6K	Buy	+487	New	+$25.7K	﹤0.01%	1666
2024 Q2	–	Sell	-39	Closed	-$2.04K	–	2105
2024 Q1	$2.04K	Buy	+39	New	+$1.95K	﹤0.01%	1583

Other funds holding AVSC

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

TAWM

Three Arch Wealth Management Irvine, California $652M AUM

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

AssetMark Inc's AVSC Position: Q2 2026 in Review

AssetMark Inc increased its Avantis US Small Cap Equity ETF (AVSC) stake by 2,578% in Q2 2026, buying an estimated $47.5K and bringing the position to 723 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

AssetMark Inc first reported a position in AVSC in Q1 2024 and has held it in 7 quarters since. 153 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

AssetMark Inc held 723 shares of Avantis US Small Cap Equity ETF worth $53K as of Q2 2026.
AssetMark Inc bought 696 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $47.5K.
Avantis US Small Cap Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1815 holding.
AssetMark Inc first reported a position in Avantis US Small Cap Equity ETF in Q1 2024 and has held it in 7 quarters since.
153 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.