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Canvas Wealth Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Canvas Wealth Advisors’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
2024
Q1 		– Sell
-18,578
Closed -$908K – 148
2023
Q4 		$908K Buy
18,578
+9,683
+109% +$439K 0.33% 48
2023
Q3 		$373K Buy
8,895
+1,155
+15% +$53.8K 0.15% 80
2023
Q2 		$374K Buy
7,740
+554
+8% +$24.1K 0.14% 85
2023
Q1 		$303K Buy
+7,186
New +$329K 0.13% 107

Other funds holding AVSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
WCA
Waypoint Capital Advisors Minneapolis, Minnesota $470M AUM 32.8% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Canvas Wealth Advisors's AVSC Position: Q1 2024 in Review

Canvas Wealth Advisors sold out of Avantis US Small Cap Equity ETF (AVSC) in Q1 2024, closing a stake of 18,578 shares — an estimated $908K sold.

Canvas Wealth Advisors first reported a position in AVSC in Q1 2023 and held it in 4 quarters. The position peaked at $908K in Q4 2023. 88 funds tracked by Wall St. Rank hold AVSC as of Q1 2024.

  • Canvas Wealth Advisors reported no remaining Avantis US Small Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Canvas Wealth Advisors sold 18,578 Avantis US Small Cap Equity ETF shares in Q1 2024, an estimated $908K.
  • Canvas Wealth Advisors first reported a position in Avantis US Small Cap Equity ETF in Q1 2023 and held it in 4 quarters.
  • Canvas Wealth Advisors's Avantis US Small Cap Equity ETF position peaked at $908K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2024.

Based on Canvas Wealth Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.