CI
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CX Institutional’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

CX Institutional’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 		$9K Sell
125
-127
-50% -$8.66K ﹤0.01% 1303
2026
Q1 		$16K Hold
252
– – ﹤0.01% 1173
2025
Q4 		$15K Buy
252
+1
+0.4% +$58 ﹤0.01% 1130
2025
Q3 		$14K Buy
+251
New +$13.8K ﹤0.01% 1145

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

CX Institutional's AVSC Position: Q2 2026 in Review

CX Institutional reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 50% in Q2 2026, selling an estimated $8.66K and leaving 125 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

CX Institutional first reported a position in AVSC in Q3 2025 and has held it in 4 quarters since. The position peaked at $16K in Q1 2026. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • CX Institutional held 125 shares of Avantis US Small Cap Equity ETF worth $9K as of Q2 2026.
  • CX Institutional sold 127 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $8.66K.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1303 holding.
  • CX Institutional first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's Avantis US Small Cap Equity ETF position peaked at $16K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.