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
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 $67.6B AUM 18.3% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Atomi Financial Group's AVSC Position: Q1 2026 in Review

Atomi Financial Group reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 19% in Q1 2026, selling an estimated $53.3K and leaving 3,693 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #1089.

Atomi Financial Group first reported a position in AVSC in Q3 2025 and has held it in 3 quarters since. The position peaked at $385K in Q3 2025. 219 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Atomi Financial Group held 3,693 shares of Avantis US Small Cap Equity ETF worth $230K as of Q1 2026.
  • Atomi Financial Group sold 848 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $53.3K.
  • Avantis US Small Cap Equity ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1089 holding.
  • Atomi Financial Group first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Atomi Financial Group's Avantis US Small Cap Equity ETF position peaked at $385K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.