Foundations Investment Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Foundations Investment Advisors’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	$12.4M	Buy	198,628 +8,518	+4%	+$536K	0.15%	144
2025 Q4	$11.2M	Buy	190,110 +5,956	+3%	+$345K	0.15%	141
2025 Q3	$10.5M	Buy	184,154 +2,308	+1%	+$127K	0.15%	132
2025 Q2	$9.38M	Buy	181,846 +10,691	+6%	+$516K	0.15%	141
2025 Q1	$8.28M	Buy	171,155 +4,769	+3%	+$252K	0.15%	141
2024 Q4	$9.04M	Buy	166,386 +5,688	+4%	+$318K	0.17%	117
2024 Q3	$8.68M	Buy	160,698 +32,020	+25%	+$1.69M	0.18%	113
2024 Q2	$6.42M	Buy	128,678 +6,234	+5%	+$314K	0.16%	118
2024 Q1	$6.41M	Buy	122,444 +6,817	+6%	+$341K	0.17%	109
2023 Q4	$5.69M	Buy	115,627 +6,068	+6%	+$275K	0.15%	109
2023 Q3	$4.85M	Buy	109,559 +21,915	+25%	+$1.02M	0.15%	113
2023 Q2	$4M	Buy	87,644 +31,196	+55%	+$1.36M	0.13%	110
2023 Q1	$2.49M	Buy	+56,448	New	+$2.59M	0.09%	141

Other funds holding AVSC

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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 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

Foundations Investment Advisors's AVSC Position: Q1 2026 in Review

Foundations Investment Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 4.5% in Q1 2026, buying an estimated $536K and bringing the position to 198,628 shares worth $12.4M. The position accounts for 0.15% of the portfolio, ranked #144.

Foundations Investment Advisors first reported a position in AVSC in Q1 2023 and has held it in 13 quarters since. 218 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

Foundations Investment Advisors held 198,628 shares of Avantis US Small Cap Equity ETF worth $12.4M as of Q1 2026.
Foundations Investment Advisors bought 8,518 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $536K.
Avantis US Small Cap Equity ETF made up 0.15% of Foundations Investment Advisors's portfolio in Q1 2026, its #144 holding.
Foundations Investment Advisors first reported a position in Avantis US Small Cap Equity ETF in Q1 2023 and has held it in 13 quarters since.
218 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.