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Freedom Investment Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Freedom Investment Management’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 		$10M Sell
161,226
-5,074
-3% -$319K 2.98% 11
2025
Q4 		$9.77M Sell
166,300
-8,987
-5% -$521K 2.84% 11
2025
Q3 		$10M Sell
175,287
-19,291
-10% -$1.06M 2.65% 11
2025
Q2 		$10M Buy
194,578
+29,213
+18% +$1.41M 0.8% 23
2025
Q1 		$8M Buy
165,365
+239
+0.1% +$12.6K 0.67% 28
2024
Q4 		$8.98M Sell
165,126
-11,104
-6% -$620K 0.75% 29
2024
Q3 		$9.52M Buy
+176,230
New +$9.3M 0.76% 26

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 $1.12B AUM 20.18% 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 $424B AUM 22.94% 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 $21.5B AUM 26.98% 1-Year Est. Return

Freedom Investment Management's AVSC Position: Q1 2026 in Review

Freedom Investment Management reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 3.1% in Q1 2026, selling an estimated $319K and leaving 161,226 shares worth $10M. The position accounts for 2.98% of the portfolio, ranked #11.

Freedom Investment Management first reported a position in AVSC in Q3 2024 and has held it in 7 quarters since. 219 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Freedom Investment Management held 161,226 shares of Avantis US Small Cap Equity ETF worth $10M as of Q1 2026.
  • Freedom Investment Management sold 5,074 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $319K.
  • Avantis US Small Cap Equity ETF made up 2.98% of Freedom Investment Management's portfolio in Q1 2026, its #11 holding.
  • Freedom Investment Management first reported a position in Avantis US Small Cap Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 219 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.