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Beaird Harris Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Beaird Harris Wealth 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 		$8.35M Sell
113,871
-1,873
-2% -$128K 0.52% 29
2026
Q1 		$7.21M Sell
115,744
-4,753
-4% -$299K 0.49% 31
2025
Q4 		$7.08M Sell
120,497
-2,219
-2% -$129K 0.49% 31
2025
Q3 		$7.03M Sell
122,716
-2,379
-2% -$131K 0.5% 30
2025
Q2 		$6.45M Buy
125,095
+4,036
+3% +$195K 0.5% 29
2025
Q1 		$5.86M Sell
121,059
-3,227
-3% -$170K 0.5% 29
2024
Q4 		$6.76M Sell
124,286
-1,578
-1% -$88.1K 0.58% 28
2024
Q3 		$6.8M Sell
125,864
-949
-0.7% -$50.1K 0.59% 27
2024
Q2 		$6.33M Sell
126,813
-11,570
-8% -$582K 0.6% 27
2024
Q1 		$7.25M Sell
138,383
-2,984
-2% -$149K 0.71% 25
2023
Q4 		$7.22M Sell
141,367
-436
-0.3% -$19.8K 0.76% 25
2023
Q3 		$6.28M Sell
141,803
-643
-0.5% -$29.9K 0.75% 25
2023
Q2 		$6.5M Buy
142,446
+4,518
+3% +$196K 0.78% 23
2023
Q1 		$6.08M Sell
137,928
-1,546
-1% -$70.8K 1.09% 21
2022
Q4 		$6.05M Buy
139,474
+27,973
+25% +$1.22M 1.13% 21
2022
Q3 		$4.41M Buy
111,501
+63,992
+135% +$2.79M 0.97% 18
2022
Q2 		$1.95M Buy
+47,509
New +$2.11M 0.54% 22

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

Beaird Harris Wealth Management's AVSC Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 1.6% in Q2 2026, selling an estimated $128K and leaving 113,871 shares worth $8.35M. The position accounts for 0.52% of the portfolio, ranked #29.

Beaird Harris Wealth Management first reported a position in AVSC in Q2 2022 and has held it in 17 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Beaird Harris Wealth Management held 113,871 shares of Avantis US Small Cap Equity ETF worth $8.35M as of Q2 2026.
  • Beaird Harris Wealth Management sold 1,873 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $128K.
  • Avantis US Small Cap Equity ETF made up 0.52% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Beaird Harris Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.