CA
AVSC icon

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

Claro 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 		$422K Buy
5,752
+616
+12% +$42K 0.04% 309
2026
Q1 		$320K Sell
5,136
-466
-8% -$29.3K 0.04% 352
2025
Q4 		$329K Sell
5,602
-572
-9% -$33.1K 0.04% 316
2025
Q3 		$353K Sell
6,174
-1,096
-15% -$60.5K 0.05% 288
2025
Q2 		$375K Sell
7,270
-5,065
-41% -$245K 0.06% 252
2025
Q1 		$597K Sell
12,335
-2,190
-15% -$116K 0.08% 227
2024
Q4 		$790K Buy
14,525
+946
+7% +$52.8K 0.11% 179
2024
Q3 		$734K Sell
13,579
-760
-5% -$40.1K 0.09% 205
2024
Q2 		$716K Buy
14,339
+3
+0% +$151 0.11% 187
2024
Q1 		$751K Buy
14,336
+222
+2% +$11.1K 0.13% 178
2023
Q4 		$721K Buy
+14,114
New +$639K 0.16% 154

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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Claro Advisors's AVSC Position: Q2 2026 in Review

Claro Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 12% in Q2 2026, buying an estimated $42K and bringing the position to 5,752 shares worth $422K. The position accounts for 0.04% of the portfolio, ranked #309.

Claro Advisors first reported a position in AVSC in Q4 2023 and has held it in 11 quarters since. The position peaked at $790K in Q4 2024. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Claro Advisors held 5,752 shares of Avantis US Small Cap Equity ETF worth $422K as of Q2 2026.
  • Claro Advisors bought 616 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $42K.
  • Avantis US Small Cap Equity ETF made up 0.04% of Claro Advisors's portfolio in Q2 2026, its #309 holding.
  • Claro Advisors first reported a position in Avantis US Small Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • Claro Advisors's Avantis US Small Cap Equity ETF position peaked at $790K in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.