CPWM
AVSC icon

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

Cypress Point 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
Q2 		$4.19M Buy
57,065
+854
+2% +$58.3K 0.85% 18
2026
Q1 		$3.5M Buy
56,211
+5,211
+10% +$328K 0.75% 20
2025
Q4 		$3M Buy
51,000
+2,982
+6% +$173K 0.65% 23
2025
Q3 		$2.75M Buy
48,018
+5,777
+14% +$319K 0.56% 25
2025
Q2 		$2.18M Sell
42,241
-6,650
-14% -$321K 0.53% 28
2025
Q1 		$2.37M Buy
48,891
+3,031
+7% +$160K 0.75% 26
2024
Q4 		$2.49M Buy
45,860
+2,444
+6% +$136K 0.78% 24
2024
Q3 		$2.35M Buy
43,416
+4,164
+11% +$220K 0.92% 27
2024
Q2 		$1.96M Buy
39,252
+938
+2% +$47.2K 0.93% 27
2024
Q1 		$2.01M Buy
38,314
+9,976
+35% +$499K 1.03% 24
2023
Q4 		$1.45M Buy
28,338
+8,521
+43% +$386K 1.07% 25
2023
Q3 		$877K Buy
19,817
+14,607
+280% +$680K 0.77% 29
2023
Q2 		$238K Buy
+5,210
New +$227K 0.25% 38

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

Cypress Point Wealth Management's AVSC Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Avantis US Small Cap Equity ETF (AVSC) stake by 1.5% in Q2 2026, buying an estimated $58.3K and bringing the position to 57,065 shares worth $4.19M. The position accounts for 0.85% of the portfolio, ranked #18.

Cypress Point Wealth Management first reported a position in AVSC in Q2 2023 and has held it in 13 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Cypress Point Wealth Management held 57,065 shares of Avantis US Small Cap Equity ETF worth $4.19M as of Q2 2026.
  • Cypress Point Wealth Management bought 854 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $58.3K.
  • Avantis US Small Cap Equity ETF made up 0.85% of Cypress Point Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Cypress Point Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.