Atomi Financial Group
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
Q3 		$399K Buy
5,771
+869
+18% +$63K 0.01% 913
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

Elwood & Goetz Wealth Advisory Group
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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return
Cornerstone Wealth Partners
Cornerstone Wealth Partners Okemos, Michigan $252M AUM 15.1% 1-Year Est. Return
Retirement Financial Solutions
Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
West Paces Advisors
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Atomi Financial Group's AVSC Position: Q3 2026 in Review

Atomi Financial Group increased its Avantis US Small Cap Equity ETF (AVSC) stake by 18% in Q3 2026, buying an estimated $63K and bringing the position to 5,771 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #913.

Atomi Financial Group first reported a position in AVSC in Q3 2025 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

  • Atomi Financial Group held 5,771 shares of Avantis US Small Cap Equity ETF worth $399K as of Q3 2026.
  • Atomi Financial Group bought 869 Avantis US Small Cap Equity ETF shares in Q3 2026, an estimated $63K.
  • Avantis US Small Cap Equity ETF made up 0.01% of Atomi Financial Group's portfolio in Q3 2026, its #913 holding.
  • Atomi Financial Group first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 184 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.