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Axis Wealth Partners’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Axis Wealth 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 		$1.01M Sell
13,737
-558
-4% -$38.1K 0.48% 61
2026
Q1 		$891K Buy
14,295
+1,283
+10% +$80.7K 0.47% 63
2025
Q4 		$764K Buy
13,012
+152
+1% +$8.81K 0.42% 63
2025
Q3 		$736K Sell
12,860
-32
-0.2% -$1.76K 0.43% 63
2025
Q2 		$665K Buy
12,892
+1,153
+10% +$55.7K 0.44% 61
2025
Q1 		$568K Buy
11,739
+1,148
+11% +$60.6K 0.42% 69
2024
Q4 		$576K Buy
+10,591
New +$591K 0.49% 55

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

Axis Wealth Partners's AVSC Position: Q2 2026 in Review

Axis Wealth Partners reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 3.9% in Q2 2026, selling an estimated $38.1K and leaving 13,737 shares worth $1.01M. The position accounts for 0.48% of the portfolio, ranked #61.

Axis Wealth Partners first reported a position in AVSC in Q4 2024 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Axis Wealth Partners held 13,737 shares of Avantis US Small Cap Equity ETF worth $1.01M as of Q2 2026.
  • Axis Wealth Partners sold 558 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $38.1K.
  • Avantis US Small Cap Equity ETF made up 0.48% of Axis Wealth Partners's portfolio in Q2 2026, its #61 holding.
  • Axis Wealth Partners first reported a position in Avantis US Small Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

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