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Cloud Capital Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Cloud Capital Management’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 		$372K Buy
5,999
+738
+14% +$46.4K 0.16% 75
2025
Q4 		$309K Buy
5,261
+1,655
+46% +$95.9K 0.15% 79
2025
Q3 		$206K Buy
+3,606
New +$199K 0.11% 82
2025
Q2 		– Sell
-11,388
Closed -$551K – 93
2025
Q1 		$551K Buy
+11,388
New +$601K 0.39% 36

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cloud Capital Management's AVSC Position: Q1 2026 in Review

Cloud Capital Management increased its Avantis US Small Cap Equity ETF (AVSC) stake by 14% in Q1 2026, buying an estimated $46.4K and bringing the position to 5,999 shares worth $372K. The position accounts for 0.16% of the portfolio, ranked #75.

Cloud Capital Management first reported a position in AVSC in Q1 2025 and has held it in 4 quarters since. The position peaked at $551K in Q1 2025. 219 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Cloud Capital Management held 5,999 shares of Avantis US Small Cap Equity ETF worth $372K as of Q1 2026.
  • Cloud Capital Management bought 738 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $46.4K.
  • Avantis US Small Cap Equity ETF made up 0.16% of Cloud Capital Management's portfolio in Q1 2026, its #75 holding.
  • Cloud Capital Management first reported a position in Avantis US Small Cap Equity ETF in Q1 2025 and has held it in 4 quarters since.
  • Cloud Capital Management's Avantis US Small Cap Equity ETF position peaked at $551K in Q1 2025.
  • 219 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Cloud Capital Management's 13F filing for Q1 2026, filed 12 May 2026.