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Bayshore Asset Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Bayshore Asset Management’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 		$343K Sell
4,675
-60
-1% -$4.09K 0.12% 39
2026
Q1 		$295K Buy
4,735
+20
+0.4% +$1.26K 0.12% 34
2025
Q4 		$277K Buy
4,715
+51
+1% +$2.96K 0.11% 37
2025
Q3 		$267K Buy
+4,664
New +$257K 0.11% 37

Other funds holding AVSC

SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
KCA
Kilner Capital Advisors Gaithersburg, Maryland $117M AUM
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Bayshore Asset Management's AVSC Position: Q2 2026 in Review

Bayshore Asset Management reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 1.3% in Q2 2026, selling an estimated $4.09K and leaving 4,675 shares worth $343K. The position accounts for 0.12% of the portfolio, ranked #39.

Bayshore Asset Management first reported a position in AVSC in Q3 2025 and has held it in 4 quarters since. 106 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Bayshore Asset Management held 4,675 shares of Avantis US Small Cap Equity ETF worth $343K as of Q2 2026.
  • Bayshore Asset Management sold 60 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $4.09K.
  • Avantis US Small Cap Equity ETF made up 0.12% of Bayshore Asset Management's portfolio in Q2 2026, its #39 holding.
  • Bayshore Asset Management first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 106 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Bayshore Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.