Jackson Thornton Wealth Management
AVSC icon

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

Jackson Thornton 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 		$1.7M Sell
23,120
-396
-2% -$27K 0.13% 47
2026
Q1 		$1.54M Hold
23,516
– – 0.14% 42
2025
Q4 		$1.43M Hold
23,516
– – 0.14% 42
2025
Q3 		$1.36M Sell
23,516
-64
-0.3% -$3.53K 0.14% 39
2025
Q2 		$1.27M Hold
23,580
– – 0.15% 35
2025
Q1 		$1.05M Buy
23,580
+950
+4% +$50.2K 0.14% 35
2024
Q4 		$1.23M Hold
22,630
– – 0.16% 31
2024
Q3 		$1.22M Buy
22,630
+443
+2% +$23.4K 0.16% 30
2024
Q2 		$1.11M Buy
22,187
+365
+2% +$18.4K 0.17% 27
2024
Q1 		$1.14M Buy
21,822
+197
+0.9% +$9.8K 0.19% 23
2023
Q4 		$1.1M Buy
+21,625
New +$980K 0.2% 21

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Mason Investment Advisory Services
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
Cambridge Associates
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
Elwood & Goetz Wealth Advisory Group
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
AE Wealth Management
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

Jackson Thornton Wealth Management's AVSC Position: Q2 2026 in Review

Jackson Thornton Wealth Management reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 1.7% in Q2 2026, selling an estimated $27K and leaving 23,120 shares worth $1.7M. The position accounts for 0.13% of the portfolio, ranked #47.

Jackson Thornton Wealth Management first reported a position in AVSC in Q4 2023 and has held it in 11 quarters since. 249 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Jackson Thornton Wealth Management held 23,120 shares of Avantis US Small Cap Equity ETF worth $1.7M as of Q2 2026.
  • Jackson Thornton Wealth Management sold 396 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $27K.
  • Avantis US Small Cap Equity ETF made up 0.13% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Jackson Thornton Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 249 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.