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
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 $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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
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
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $556M AUM

Creative Planning's AVSC Position: Q1 2026 in Review

Creative Planning increased its Avantis US Small Cap Equity ETF (AVSC) stake by 2.3% in Q1 2026, buying an estimated $916K and bringing the position to 649,414 shares worth $40.5M. The position accounts for 0.03% of the portfolio, ranked #257.

Creative Planning first reported a position in AVSC in Q4 2022 and has held it in 14 quarters since. 219 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Creative Planning held 649,414 shares of Avantis US Small Cap Equity ETF worth $40.5M as of Q1 2026.
  • Creative Planning bought 14,572 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $916K.
  • Avantis US Small Cap Equity ETF made up 0.03% of Creative Planning's portfolio in Q1 2026, its #257 holding.
  • Creative Planning first reported a position in Avantis US Small Cap Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • 219 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.