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

Noble Family 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 		$248K Sell
3,379
-504
-13% -$34.4K 0.04% 72
2026
Q1 		$242K Sell
3,883
-438
-10% -$27.5K 0.05% 72
2025
Q4 		$254K Buy
4,321
+669
+18% +$38.8K 0.05% 73
2025
Q3 		$209K Buy
+3,652
New +$201K 0.05% 80

Other funds holding AVSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return
CWP
Cornerstone Wealth Partners Okemos, Michigan $215M AUM
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
KCA
Kilner Capital Advisors Gaithersburg, Maryland $117M AUM

Noble Family Wealth's AVSC Position: Q2 2026 in Review

Noble Family Wealth reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 13% in Q2 2026, selling an estimated $34.4K and leaving 3,379 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #72.

Noble Family Wealth first reported a position in AVSC in Q3 2025 and has held it in 4 quarters since. The position peaked at $254K in Q4 2025. 133 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Noble Family Wealth held 3,379 shares of Avantis US Small Cap Equity ETF worth $248K as of Q2 2026.
  • Noble Family Wealth sold 504 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $34.4K.
  • Avantis US Small Cap Equity ETF made up 0.04% of Noble Family Wealth's portfolio in Q2 2026, its #72 holding.
  • Noble Family Wealth first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Noble Family Wealth's Avantis US Small Cap Equity ETF position peaked at $254K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.