BH
AVSC icon

Burk Holdings’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Burk Holdings’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 		$2.23M Buy
35,796
+5,554
+18% +$349K 0.96% 26
2025
Q4 		$1.78M Buy
30,242
+2,525
+9% +$146K 0.85% 26
2025
Q3 		$1.59M Sell
27,717
-1,146
-4% -$63.2K 0.85% 26
2025
Q2 		$1.49M Buy
28,863
+15,629
+118% +$755K 0.93% 25
2025
Q1 		$641K Buy
13,234
+5,850
+79% +$309K 0.48% 32
2024
Q4 		$401K Buy
+7,384
New +$412K 0.32% 40

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

Burk Holdings's AVSC Position: Q1 2026 in Review

Burk Holdings increased its Avantis US Small Cap Equity ETF (AVSC) stake by 18% in Q1 2026, buying an estimated $349K and bringing the position to 35,796 shares worth $2.23M. The position accounts for 0.96% of the portfolio, ranked #26.

Burk Holdings first reported a position in AVSC in Q4 2024 and has held it in 6 quarters since. 218 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Burk Holdings held 35,796 shares of Avantis US Small Cap Equity ETF worth $2.23M as of Q1 2026.
  • Burk Holdings bought 5,554 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $349K.
  • Avantis US Small Cap Equity ETF made up 0.96% of Burk Holdings's portfolio in Q1 2026, its #26 holding.
  • Burk Holdings first reported a position in Avantis US Small Cap Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 218 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.