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

SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
KCA
Kilner Capital Advisors Gaithersburg, Maryland $117M AUM
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 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. 60 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.
  • 60 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.