Copper Harbor Investment Advisors, LLC’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Copper Harbor Investment Advisors, LLC’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	$273K	Buy	+3,722	New	+$254K	0.06%	86

Other funds holding AVSC

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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

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

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return

Copper Harbor Investment Advisors, LLC's AVSC Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q2 2026: 3,722 shares worth $273K. The stake represents 0.06% of the portfolio and ranks #86 among its holdings.

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

Copper Harbor Investment Advisors, LLC held 3,722 shares of Avantis US Small Cap Equity ETF worth $273K as of Q2 2026.
Avantis US Small Cap Equity ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
Avantis US Small Cap Equity ETF made up 0.06% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #86 holding.
84 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.