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Global Retirement Partners’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Global Retirement Partners’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 		$437K Buy
+5,954
New +$406K 0.01% 1104
2025
Q4 		$25.1K Sell
428
-121
-22% -$7.01K ﹤0.01% 2769
2025
Q3 		$31.4K Buy
549
+248
+82% +$13.7K ﹤0.01% 2157
2025
Q2 		$15.5K Buy
+301
New +$14.5K ﹤0.01% 2414
2024
Q4 		$18.8K Sell
345
-64
-16% -$3.57K ﹤0.01% 2120
2024
Q3 		$22.1K Buy
+409
New +$21.6K ﹤0.01% 1942

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

Global Retirement Partners's AVSC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q2 2026: 5,954 shares worth $437K. The stake represents 0.01% of the portfolio and ranks #1104 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AVSC as recently as Q4 2025.

Global Retirement Partners first reported a position in AVSC in Q3 2024 and has held it in 6 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Global Retirement Partners held 5,954 shares of Avantis US Small Cap Equity ETF worth $437K as of Q2 2026.
  • Avantis US Small Cap Equity ETF was a new Global Retirement Partners position in Q2 2026.
  • Avantis US Small Cap Equity ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1104 holding.
  • Global Retirement Partners first reported a position in Avantis US Small Cap Equity ETF in Q3 2024 and has held it in 6 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.