FFO
AVSC icon

Fortitude Family Office’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Fortitude Family Office’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
2025
Q3 		– Sell
-235
Closed -$12.1K – 1998
2025
Q2 		$12.1K Buy
+235
New +$11.3K ﹤0.01% 495

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Fortitude Family Office's AVSC Position: Q3 2025 in Review

Fortitude Family Office sold out of Avantis US Small Cap Equity ETF (AVSC) in Q3 2025, closing a stake of 235 shares — an estimated $12.1K sold.

Fortitude Family Office first reported a position in AVSC in Q2 2025 and held it in 1 quarter. The position peaked at $12.1K in Q2 2025. 174 funds tracked by Wall St. Rank hold AVSC as of Q3 2025.

  • Fortitude Family Office reported no remaining Avantis US Small Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Fortitude Family Office sold 235 Avantis US Small Cap Equity ETF shares in Q3 2025, an estimated $12.1K.
  • Fortitude Family Office first reported a position in Avantis US Small Cap Equity ETF in Q2 2025 and held it in 1 quarter.
  • Fortitude Family Office's Avantis US Small Cap Equity ETF position peaked at $12.1K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.