Commonwealth Equity Services
AVSC icon

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
Q2 		$6.42M Sell
87,484
-9,204
-10% -$628K 0.01% 1232
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
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

Commonwealth Equity Services's AVSC Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 9.5% in Q2 2026, selling an estimated $628K and leaving 87,484 shares worth $6.42M. The position accounts for 0.01% of the portfolio, ranked #1232.

Commonwealth Equity Services first reported a position in AVSC in Q3 2023 and has held it in 12 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Commonwealth Equity Services held 87,484 shares of Avantis US Small Cap Equity ETF worth $6.42M as of Q2 2026.
  • Commonwealth Equity Services sold 9,204 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $628K.
  • Avantis US Small Cap Equity ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1232 holding.
  • Commonwealth Equity Services first reported a position in Avantis US Small Cap Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.