Clune & Associates’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Clune & Associates’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 Q3	$1.27M	Sell	18,336 -470	-2%	-$34.1K	0.19%	73
2026 Q2	$1.38M	Sell	18,806 -2,009	-10%	-$137K	0.21%	74
2026 Q1	$1.3M	Buy	20,815 +5,424	+35%	+$341K	0.24%	77
2025 Q4	$904K	Buy	15,391 +269	+2%	+$15.6K	0.2%	93
2025 Q3	$866K	Buy	15,122 +584	+4%	+$32.2K	0.22%	90
2025 Q2	$750K	Buy	14,538 +3,527	+32%	+$170K	0.21%	91
2025 Q1	$533K	Buy	11,011 +468	+4%	+$24.7K	0.16%	102
2024 Q4	$573K	Buy	+10,543	New	+$589K	0.19%	93

Other funds holding AVSC

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Clune & Associates's AVSC Position: Q3 2026 in Review

Clune & Associates reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 2.5% in Q3 2026, selling an estimated $34.1K and leaving 18,336 shares worth $1.27M. The position accounts for 0.19% of the portfolio, ranked #73.

Clune & Associates first reported a position in AVSC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q2 2026. 73 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

Clune & Associates held 18,336 shares of Avantis US Small Cap Equity ETF worth $1.27M as of Q3 2026.
Clune & Associates sold 470 Avantis US Small Cap Equity ETF shares in Q3 2026, an estimated $34.1K.
Avantis US Small Cap Equity ETF made up 0.19% of Clune & Associates's portfolio in Q3 2026, its #73 holding.
Clune & Associates first reported a position in Avantis US Small Cap Equity ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Avantis US Small Cap Equity ETF position peaked at $1.38M in Q2 2026.
73 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.