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Focus Partners Advisor Solutions’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Focus Partners Advisor Solutions’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 		$10.3M Buy
165,009
+15,754
+11% +$991K 0.1% 95
2025
Q4 		$8.77M Buy
149,255
+126,607
+559% +$7.34M 0.11% 96
2025
Q3 		$1.3M Sell
22,648
-100,551
-82% -$5.55M 0.01% 442
2025
Q2 		$6.35M Buy
123,199
+22,347
+22% +$1.08M 0.08% 118
2025
Q1 		$4.88M Buy
100,852
+11,797
+13% +$623K 0.07% 136
2024
Q4 		$4.84M Buy
89,055
+84,862
+2,024% +$4.74M 0.08% 124
2024
Q3 		$227K Buy
+4,193
New +$221K ﹤0.01% 679

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Focus Partners Advisor Solutions's AVSC Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Avantis US Small Cap Equity ETF (AVSC) stake by 11% in Q1 2026, buying an estimated $991K and bringing the position to 165,009 shares worth $10.3M. The position accounts for 0.1% of the portfolio, ranked #95.

Focus Partners Advisor Solutions first reported a position in AVSC in Q3 2024 and has held it in 7 quarters since. 218 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Focus Partners Advisor Solutions held 165,009 shares of Avantis US Small Cap Equity ETF worth $10.3M as of Q1 2026.
  • Focus Partners Advisor Solutions bought 15,754 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $991K.
  • Avantis US Small Cap Equity ETF made up 0.1% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #95 holding.
  • Focus Partners Advisor Solutions first reported a position in Avantis US Small Cap Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 218 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.