Creative Planning
AVSC icon

Creative Planning’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Creative Planning’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 		$47.4M Sell
646,481
-2,933
-0.5% -$200K 0.03% 256
2026
Q1 		$40.5M Buy
649,414
+14,572
+2% +$916K 0.03% 257
2025
Q4 		$37.3M Buy
634,842
+21,767
+4% +$1.26M 0.03% 251
2025
Q3 		$35.1M Sell
613,075
-3,995
-0.6% -$220K 0.03% 248
2025
Q2 		$31.8M Buy
617,070
+450,876
+271% +$21.8M 0.03% 241
2025
Q1 		$8.04M Buy
166,194
+126,010
+314% +$6.65M 0.01% 556
2024
Q4 		$2.18M Buy
40,184
+3,131
+8% +$175K ﹤0.01% 1080
2024
Q3 		$2M Buy
37,053
+723
+2% +$38.2K ﹤0.01% 1052
2024
Q2 		$1.81M Buy
36,330
+28,837
+385% +$1.45M ﹤0.01% 1039
2024
Q1 		$392K Sell
7,493
-3,499
-32% -$175K ﹤0.01% 2038
2023
Q4 		$561K Sell
10,992
-397
-3% -$18K ﹤0.01% 1640
2023
Q3 		$504K Sell
11,389
-38
-0.3% -$1.77K ﹤0.01% 1568
2023
Q2 		$521K Sell
11,427
-375
-3% -$16.3K ﹤0.01% 1523
2023
Q1 		$520K Buy
11,802
+8
+0.1% +$366 ﹤0.01% 1440
2022
Q4 		$511K Buy
+11,794
New +$516K ﹤0.01% 1413

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning's AVSC Position: Q2 2026 in Review

Creative Planning reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 0.45% in Q2 2026, selling an estimated $200K and leaving 646,481 shares worth $47.4M. The position accounts for 0.03% of the portfolio, ranked #256.

Creative Planning first reported a position in AVSC in Q4 2022 and has held it in 15 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Creative Planning held 646,481 shares of Avantis US Small Cap Equity ETF worth $47.4M as of Q2 2026.
  • Creative Planning sold 2,933 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $200K.
  • Avantis US Small Cap Equity ETF made up 0.03% of Creative Planning's portfolio in Q2 2026, its #256 holding.
  • Creative Planning first reported a position in Avantis US Small Cap Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.