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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
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

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

Clune & Associates's AVSC Position: Q2 2026 in Review

Clune & Associates reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 9.7% in Q2 2026, selling an estimated $137K and leaving 18,806 shares worth $1.38M. The position accounts for 0.21% of the portfolio, ranked #74.

Clune & Associates first reported a position in AVSC in Q4 2024 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Clune & Associates held 18,806 shares of Avantis US Small Cap Equity ETF worth $1.38M as of Q2 2026.
  • Clune & Associates sold 2,009 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $137K.
  • Avantis US Small Cap Equity ETF made up 0.21% of Clune & Associates's portfolio in Q2 2026, its #74 holding.
  • Clune & Associates first reported a position in Avantis US Small Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.