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

Belpointe 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	$236K	Buy	+3,221	New	+$220K	0.01%	990

Other funds holding AVSC

Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Kilner Capital Advisors Gaithersburg, Maryland $117M AUM

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

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

Belpointe Asset Management opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q2 2026: 3,221 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #990 among its holdings.

120 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

Belpointe Asset Management held 3,221 shares of Avantis US Small Cap Equity ETF worth $236K as of Q2 2026.
Avantis US Small Cap Equity ETF was a new Belpointe Asset Management position in Q2 2026.
Avantis US Small Cap Equity ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #990 holding.
120 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.