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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
Q2 		$10.6M Sell
143,871
-17,355
-11% -$1.18M 2.94% 10
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 $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 22.96% 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

Freedom Investment Management's AVSC Position: Q2 2026 in Review

Freedom Investment Management reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 11% in Q2 2026, selling an estimated $1.18M and leaving 143,871 shares worth $10.6M. The position accounts for 2.94% of the portfolio, ranked #10.

Freedom Investment Management first reported a position in AVSC in Q3 2024 and has held it in 8 quarters since. 248 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Freedom Investment Management held 143,871 shares of Avantis US Small Cap Equity ETF worth $10.6M as of Q2 2026.
  • Freedom Investment Management sold 17,355 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $1.18M.
  • Avantis US Small Cap Equity ETF made up 2.94% of Freedom Investment Management's portfolio in Q2 2026, its #10 holding.
  • Freedom Investment Management first reported a position in Avantis US Small Cap Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 248 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.