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Beacon Pointe Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Beacon Pointe Advisors’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 		$1.76M Buy
28,282
+3,065
+12% +$193K 0.01% 781
2025
Q4 		$1.48M Buy
25,217
+10,955
+77% +$635K 0.01% 704
2025
Q3 		$816K Buy
14,262
+2,182
+18% +$120K 0.01% 842
2025
Q2 		$623K Sell
12,080
-4,093
-25% -$198K 0.01% 820
2025
Q1 		$783K Sell
16,173
-9,682
-37% -$511K 0.01% 701
2024
Q4 		$1.41M Buy
25,855
+589
+2% +$32.9K 0.02% 551
2024
Q3 		$1.36M Buy
25,266
+1,056
+4% +$55.7K 0.02% 558
2024
Q2 		$1.21M Buy
24,210
+1,013
+4% +$51K 0.01% 591
2024
Q1 		$1.21M Buy
23,197
+1,851
+9% +$92.6K 0.01% 636
2023
Q4 		$1.09M Buy
21,346
+6,104
+40% +$277K 0.01% 638
2023
Q3 		$675K Buy
15,242
+3,289
+28% +$153K 0.01% 755
2023
Q2 		$545K Buy
+11,953
New +$520K 0.01% 687

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