GWM
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Gilpin Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Gilpin Wealth 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
Q3 		$2.08K Hold
30
– – ﹤0.01% 597
2026
Q2 		$2.2K Hold
30
– – ﹤0.01% 433
2026
Q1 		$1.87K Hold
30
– – ﹤0.01% 429
2025
Q4 		$1.76K Buy
+30
New +$1.74K ﹤0.01% 404

Other funds holding AVSC

MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Gilpin Wealth Management's AVSC Position: Q3 2026 in Review

Gilpin Wealth Management held its Avantis US Small Cap Equity ETF (AVSC) position steady in Q3 2026 at 30 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Gilpin Wealth Management first reported a position in AVSC in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.2K in Q2 2026. 12 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

  • Gilpin Wealth Management held 30 shares of Avantis US Small Cap Equity ETF worth $2.08K as of Q3 2026.
  • Gilpin Wealth Management left its Avantis US Small Cap Equity ETF share count unchanged in Q3 2026.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #597 holding.
  • Gilpin Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Avantis US Small Cap Equity ETF position peaked at $2.2K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.