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Brooklyn Investment Group’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Brooklyn Investment Group’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 		$487K Buy
7,814
+1,823
+30% +$115K 0.02% 1043
2025
Q4 		$356K Buy
+5,991
New +$347K 0.02% 914

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
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 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 22.9% 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

Brooklyn Investment Group's AVSC Position: Q1 2026 in Review

Brooklyn Investment Group increased its Avantis US Small Cap Equity ETF (AVSC) stake by 30% in Q1 2026, buying an estimated $115K and bringing the position to 7,814 shares worth $487K. The position accounts for 0.02% of the portfolio, ranked #1043.

Brooklyn Investment Group first reported a position in AVSC in Q4 2025 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Brooklyn Investment Group held 7,814 shares of Avantis US Small Cap Equity ETF worth $487K as of Q1 2026.
  • Brooklyn Investment Group bought 1,823 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $115K.
  • Avantis US Small Cap Equity ETF made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #1043 holding.
  • Brooklyn Investment Group first reported a position in Avantis US Small Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.