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
Q2 		$1.14M Buy
15,519
+2,175
+16% +$148K ﹤0.01% 1602
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 $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 22.9% 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

Focus Partners Wealth's AVSC Position: Q2 2026 in Review

Focus Partners Wealth increased its Avantis US Small Cap Equity ETF (AVSC) stake by 16% in Q2 2026, buying an estimated $148K and bringing the position to 15,519 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Focus Partners Wealth first reported a position in AVSC in Q4 2024 and has held it in 7 quarters since. 249 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Focus Partners Wealth held 15,519 shares of Avantis US Small Cap Equity ETF worth $1.14M as of Q2 2026.
  • Focus Partners Wealth bought 2,175 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $148K.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1602 holding.
  • Focus Partners Wealth first reported a position in Avantis US Small Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 249 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.