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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
Q2 		$2.69M Buy
36,654
+8,372
+30% +$571K 0.01% 673
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 $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

Beacon Pointe Advisors's AVSC Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 30% in Q2 2026, buying an estimated $571K and bringing the position to 36,654 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #673.

Beacon Pointe Advisors first reported a position in AVSC in Q2 2023 and has held it in 13 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Beacon Pointe Advisors held 36,654 shares of Avantis US Small Cap Equity ETF worth $2.69M as of Q2 2026.
  • Beacon Pointe Advisors bought 8,372 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $571K.
  • Avantis US Small Cap Equity ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #673 holding.
  • Beacon Pointe Advisors first reported a position in Avantis US Small Cap Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.