Focus Partners Wealth
AVSC icon

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

Focus Partners Wealth’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 		$831K Sell
13,344
-456
-3% -$28.7K ﹤0.01% 1694
2025
Q4 		$811K Buy
13,800
+8,286
+150% +$480K ﹤0.01% 1729
2025
Q3 		$308K Buy
5,514
+885
+19% +$48.8K ﹤0.01% 1827
2025
Q2 		$239K Buy
4,629
+492
+12% +$23.8K ﹤0.01% 1785
2025
Q1 		$200K Sell
4,137
-1,645
-28% -$86.9K ﹤0.01% 1755
2024
Q4 		$314K Buy
+5,782
New +$323K ﹤0.01% 1525

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 Wealth's AVSC Position: Q1 2026 in Review

Focus Partners Wealth reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 3.3% in Q1 2026, selling an estimated $28.7K and leaving 13,344 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

Focus Partners Wealth first reported a position in AVSC in Q4 2024 and has held it in 6 quarters since. 218 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Focus Partners Wealth held 13,344 shares of Avantis US Small Cap Equity ETF worth $831K as of Q1 2026.
  • Focus Partners Wealth sold 456 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $28.7K.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1694 holding.
  • Focus Partners Wealth first reported a position in Avantis US Small Cap Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 218 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.