AFG
AVSC icon

Atomi Financial Group’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Atomi Financial Group’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 		$359K Buy
4,902
+1,209
+33% +$82.5K 0.01% 937
2026
Q1 		$230K Sell
3,693
-848
-19% -$53.3K 0.01% 1089
2025
Q4 		$267K Sell
4,541
-2,186
-32% -$127K 0.01% 999
2025
Q3 		$385K Buy
+6,727
New +$371K 0.01% 764

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Atomi Financial Group's AVSC Position: Q2 2026 in Review

Atomi Financial Group increased its Avantis US Small Cap Equity ETF (AVSC) stake by 33% in Q2 2026, buying an estimated $82.5K and bringing the position to 4,902 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #937.

Atomi Financial Group first reported a position in AVSC in Q3 2025 and has held it in 4 quarters since. The position peaked at $385K in Q3 2025. 248 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Atomi Financial Group held 4,902 shares of Avantis US Small Cap Equity ETF worth $359K as of Q2 2026.
  • Atomi Financial Group bought 1,209 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $82.5K.
  • Avantis US Small Cap Equity ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #937 holding.
  • Atomi Financial Group first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Atomi Financial Group's Avantis US Small Cap Equity ETF position peaked at $385K in Q3 2025.
  • 248 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.