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

Choice 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
2026
Q2 		$9.98M Buy
136,099
+6,630
+5% +$452K 3.5% 13
2026
Q1 		$8.07M Buy
+129,469
New +$8.14M 3.17% 14

Other funds holding AVSC

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
TF
Thayer Financial Hickory, North Carolina $110M AUM