HWM
AVSC icon

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

HB 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
Q2 		$2.51M Buy
34,291
+6,364
+23% +$434K 0.01% 416
2026
Q1 		$1.74M Buy
27,927
+195
+0.7% +$12.3K 0.01% 470
2025
Q4 		$1.63M Sell
27,732
-1,801
-6% -$104K 0.01% 459
2025
Q3 		$1.69M Buy
29,533
+483
+2% +$26.6K 0.01% 453
2025
Q2 		$1.5M Buy
29,050
+6,058
+26% +$293K 0.01% 434
2025
Q1 		$1.11M Buy
+22,992
New +$1.21M 0.01% 508

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 22.9% 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

HB Wealth Management's AVSC Position: Q2 2026 in Review

HB Wealth Management increased its Avantis US Small Cap Equity ETF (AVSC) stake by 23% in Q2 2026, buying an estimated $434K and bringing the position to 34,291 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #416.

HB Wealth Management first reported a position in AVSC in Q1 2025 and has held it in 6 quarters since. 249 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • HB Wealth Management held 34,291 shares of Avantis US Small Cap Equity ETF worth $2.51M as of Q2 2026.
  • HB Wealth Management bought 6,364 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $434K.
  • Avantis US Small Cap Equity ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #416 holding.
  • HB Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 249 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.