Cornerstone Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Cornerstone Wealth 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 Q3	$867K	Buy	+12,539	New	+$909K	0.04%	365

Other funds holding AVSC

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Cornerstone Wealth Partners Okemos, Michigan $252M AUM 15.1% 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

Cornerstone Wealth Management's AVSC Position: Q3 2026 in Review

Cornerstone Wealth Management opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q3 2026: 12,539 shares worth $867K. The stake represents 0.04% of the portfolio and ranks #365 among its holdings.

210 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

Cornerstone Wealth Management held 12,539 shares of Avantis US Small Cap Equity ETF worth $867K as of Q3 2026.
Avantis US Small Cap Equity ETF was a new Cornerstone Wealth Management position in Q3 2026.
Avantis US Small Cap Equity ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q3 2026, its #365 holding.
210 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.