Carson Wealth (CWM LLC)
AVSC icon

Carson Wealth (CWM LLC)’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Carson Wealth (CWM 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
Q1 		$12.1M Buy
194,322
+12,691
+7% +$798K 0.03% 478
2025
Q4 		$10.7M Buy
181,631
+10,113
+6% +$586K 0.03% 503
2025
Q3 		$9.82M Buy
171,518
+171,483
+489,951% +$9.46M 0.03% 473
2025
Q2 		$2K Hold
35
– – ﹤0.01% 4849
2025
Q1 		$2K Hold
35
– – ﹤0.01% 4722
2024
Q4 		$2K Buy
+35
New +$1.95K ﹤0.01% 4495
2024
Q3 		– Sell
-295
Closed -$15K – 4817
2024
Q2 		$15K Buy
+295
New +$14.8K ﹤0.01% 3287

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 22.96% 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

Carson Wealth (CWM LLC)'s AVSC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Avantis US Small Cap Equity ETF (AVSC) stake by 7% in Q1 2026, buying an estimated $798K and bringing the position to 194,322 shares worth $12.1M. The position accounts for 0.03% of the portfolio, ranked #478.

Carson Wealth (CWM LLC) first reported a position in AVSC in Q2 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 194,322 shares of Avantis US Small Cap Equity ETF worth $12.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,691 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $798K.
  • Avantis US Small Cap Equity ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #478 holding.
  • Carson Wealth (CWM LLC) first reported a position in Avantis US Small Cap Equity ETF in Q2 2024 and has held it in 7 quarters since.
  • 220 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.