Goepper Burkhardt’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Goepper Burkhardt’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	–	Sell	-3,550	Closed	-$209K	–	98
2025 Q4	$209K	Sell	3,550 -2,175	-38%	-$126K	0.07%	100
2025 Q3	$328K	Sell	5,725 -4,765	-45%	-$263K	0.11%	74
2025 Q2	$541K	Sell	10,490 -2,550	-20%	-$123K	0.2%	56
2025 Q1	$631K	Sell	13,040 -2,345	-15%	-$124K	0.25%	47
2024 Q4	$836K	Sell	15,385 -2,890	-16%	-$161K	0.34%	35
2024 Q3	$987K	Sell	18,275 -4,300	-19%	-$227K	0.41%	32
2024 Q2	$1.13M	Buy	22,575 +2,010	+10%	+$101K	0.51%	30
2024 Q1	$1.05M	Buy	20,565 +8,850	+76%	+$443K	0.49%	28
2023 Q4	$584K	Buy	+11,715	New	+$531K	0.29%	41

Other funds holding AVSC

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 $987M AUM 17.8% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Goepper Burkhardt's AVSC Position: Q1 2026 in Review

Goepper Burkhardt sold out of Avantis US Small Cap Equity ETF (AVSC) in Q1 2026, closing a stake of 3,550 shares — an estimated $209K sold.

Goepper Burkhardt first reported a position in AVSC in Q4 2023 and held it in 9 quarters. The position peaked at $1.13M in Q2 2024. 218 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

Goepper Burkhardt reported no remaining Avantis US Small Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
Goepper Burkhardt sold 3,550 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $209K.
Goepper Burkhardt first reported a position in Avantis US Small Cap Equity ETF in Q4 2023 and held it in 9 quarters.
Goepper Burkhardt's Avantis US Small Cap Equity ETF position peaked at $1.13M in Q2 2024.
218 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.