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Commonwealth Equity Services’s
Avantis US Small Cap Equity ETF
AVSC
Stock Holding History
Commonwealth Equity Services’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
$6.02M
Buy
96,688
+3,862
+4%
+$243K
0.01%
1214
2025
Q4
$5.45M
Buy
92,826
+38,700
+71%
+$2.24M
0.01%
1255
2025
Q3
$3.1M
Sell
54,126
-9,029
-14%
-$498K
﹤0.01%
1682
2025
Q2
$3.26M
Buy
63,155
+1,905
+3%
+$92K
﹤0.01%
1637
2025
Q1
$2.96M
Buy
61,250
+9,921
+19%
+$524K
﹤0.01%
1637
2024
Q4
$2.79M
Buy
51,329
+5,069
+11%
+$283K
﹤0.01%
1634
2024
Q3
$2.5M
Buy
46,260
+4,063
+10%
+$214K
﹤0.01%
1666
2024
Q2
$2.11M
Buy
42,197
+5,012
+13%
+$252K
﹤0.01%
1756
2024
Q1
$1.95M
Buy
37,185
+24,349
+190%
+$1.22M
﹤0.01%
1807
2023
Q4
$655K
Buy
12,836
+4,905
+62%
+$222K
﹤0.01%
2493
2023
Q3
$351K
Buy
+7,931
New
+$369K
﹤0.01%
2889
Other funds holding AVSC
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
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
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
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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