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

Maia Wealth’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 		$602K Sell
8,206
-1,861
-18% -$127K 0.09% 198
2026
Q1 		$627K Sell
10,067
-1
-0% -$63 0.11% 187
2025
Q4 		$645K Sell
10,068
-13,575
-57% -$787K 0.11% 190
2025
Q3 		$1.35M Buy
23,643
+2,735
+13% +$151K 0.23% 113
2025
Q2 		$1.08M Buy
+20,908
New +$1.01M 0.21% 126

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

Maia Wealth's AVSC Position: Q2 2026 in Review

Maia Wealth reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 18% in Q2 2026, selling an estimated $127K and leaving 8,206 shares worth $602K. The position accounts for 0.09% of the portfolio, ranked #198.

Maia Wealth first reported a position in AVSC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.35M in Q3 2025. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Maia Wealth held 8,206 shares of Avantis US Small Cap Equity ETF worth $602K as of Q2 2026.
  • Maia Wealth sold 1,861 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $127K.
  • Avantis US Small Cap Equity ETF made up 0.09% of Maia Wealth's portfolio in Q2 2026, its #198 holding.
  • Maia Wealth first reported a position in Avantis US Small Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • Maia Wealth's Avantis US Small Cap Equity ETF position peaked at $1.35M in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.