Paul R. Ried Financial Group’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Paul R. Ried Financial Group’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	$5.7M	Sell	77,739 -2,871	-4%	-$196K	2.49%	11
2026 Q1	$5.02M	Sell	80,610 -582	-0.7%	-$36.6K	2.33%	11
2025 Q4	$4.77M	Sell	81,192 -433	-0.5%	-$25.1K	2.25%	11
2025 Q3	$4.67M	Sell	81,625 -764	-0.9%	-$42.1K	2.36%	11
2025 Q2	$4.25M	Buy	82,389 +59,306	+257%	+$2.86M	2.57%	9
2025 Q1	$1.12M	Buy	23,083 +107	+0.5%	+$5.65K	0.78%	18
2024 Q4	$1.25M	Buy	+22,976	New	+$1.28M	0.88%	18

Other funds holding AVSC

Kilner Capital Advisors Gaithersburg, Maryland $117M AUM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return