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Avantax Planning Partners’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Avantax Planning Partners’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 		$689K Sell
9,395
-3,101
-25% -$212K 0.02% 241
2026
Q1 		$779K Sell
12,496
-525
-4% -$33K 0.02% 221
2025
Q4 		$765K Sell
13,021
-400
-3% -$23.2K 0.02% 218
2025
Q3 		$768K Sell
13,421
-2,050
-13% -$113K 0.02% 217
2025
Q2 		$798K Buy
+15,471
New +$747K 0.03% 210

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

Avantax Planning Partners's AVSC Position: Q2 2026 in Review

Avantax Planning Partners reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 25% in Q2 2026, selling an estimated $212K and leaving 9,395 shares worth $689K. The position accounts for 0.02% of the portfolio, ranked #241.

Avantax Planning Partners first reported a position in AVSC in Q2 2025 and has held it in 5 quarters since. The position peaked at $798K in Q2 2025. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Avantax Planning Partners held 9,395 shares of Avantis US Small Cap Equity ETF worth $689K as of Q2 2026.
  • Avantax Planning Partners sold 3,101 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $212K.
  • Avantis US Small Cap Equity ETF made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #241 holding.
  • Avantax Planning Partners first reported a position in Avantis US Small Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Avantax Planning Partners's Avantis US Small Cap Equity ETF position peaked at $798K in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.