NWM
AVSC icon

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

Northwest 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 		$10.9M Buy
149,067
+7,279
+5% +$497K 1.44% 18
2026
Q1 		$8.83M Buy
141,788
+14,510
+11% +$912K 1.33% 19
2025
Q4 		$7.48M Buy
127,278
+11,155
+10% +$646K 1.18% 20
2025
Q3 		$6.65M Buy
116,123
+10,370
+10% +$572K 1.1% 21
2025
Q2 		$5.45M Buy
105,753
+8,405
+9% +$406K 0.99% 23
2025
Q1 		$4.71M Buy
97,348
+8,310
+9% +$439K 0.94% 23
2024
Q4 		$4.84M Buy
89,038
+84,852
+2,027% +$4.74M 1.03% 23
2024
Q3 		$226K Buy
+4,186
New +$221K 0.05% 151

Other funds holding AVSC

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
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return

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

Northwest Wealth Management increased its Avantis US Small Cap Equity ETF (AVSC) stake by 5.1% in Q2 2026, buying an estimated $497K and bringing the position to 149,067 shares worth $10.9M. The position accounts for 1.44% of the portfolio, ranked #18.

Northwest Wealth Management first reported a position in AVSC in Q3 2024 and has held it in 8 quarters since. 107 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Northwest Wealth Management held 149,067 shares of Avantis US Small Cap Equity ETF worth $10.9M as of Q2 2026.
  • Northwest Wealth Management bought 7,279 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $497K.
  • Avantis US Small Cap Equity ETF made up 1.44% of Northwest Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Northwest Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 107 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

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