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 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%	+$9.85K	0.19%	23
2023 Q4	$1.1M	Buy	+21,625	New	+$980K	0.2%	21

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

Jackson Thornton Wealth Management's AVSC Position: Q1 2026 in Review

Jackson Thornton Wealth Management held its Avantis US Small Cap Equity ETF (AVSC) position steady in Q1 2026 at 23,516 shares worth $1.54M. The position accounts for 0.14% of the portfolio, ranked #42.

Jackson Thornton Wealth Management first reported a position in AVSC in Q4 2023 and has held it in 10 quarters since. 219 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

Jackson Thornton Wealth Management held 23,516 shares of Avantis US Small Cap Equity ETF worth $1.54M as of Q1 2026.
Jackson Thornton Wealth Management left its Avantis US Small Cap Equity ETF share count unchanged in Q1 2026.
Avantis US Small Cap Equity ETF made up 0.14% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #42 holding.
Jackson Thornton Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q4 2023 and has held it in 10 quarters since.
219 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.