GC Wealth Management RIA’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

GC Wealth Management RIA’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	$322K	Buy	4,395 +318	+8%	+$21.7K	0.02%	403
2026 Q1	$254K	Buy	+4,077	New	+$256K	0.01%	459
2025 Q3	–	Sell	-12,312	Closed	-$635K	–	849
2025 Q2	$635K	Sell	12,312 -5,974	-33%	-$288K	0.05%	282
2025 Q1	$885K	Hold	18,286	–	–	0.16%	115
2024 Q4	$994K	Sell	18,286 -4,428	-19%	-$247K	0.17%	108
2024 Q3	$1.23M	Buy	+22,714	New	+$1.2M	0.21%	101

Other funds holding AVSC

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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 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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

GC Wealth Management RIA's AVSC Position: Q2 2026 in Review

GC Wealth Management RIA increased its Avantis US Small Cap Equity ETF (AVSC) stake by 7.8% in Q2 2026, buying an estimated $21.7K and bringing the position to 4,395 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #403.

GC Wealth Management RIA first reported a position in AVSC in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.23M in Q3 2024. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

GC Wealth Management RIA held 4,395 shares of Avantis US Small Cap Equity ETF worth $322K as of Q2 2026.
GC Wealth Management RIA bought 318 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $21.7K.
Avantis US Small Cap Equity ETF made up 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #403 holding.
GC Wealth Management RIA first reported a position in Avantis US Small Cap Equity ETF in Q3 2024 and has held it in 6 quarters since.
GC Wealth Management RIA's Avantis US Small Cap Equity ETF position peaked at $1.23M in Q3 2024.
247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.