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

PCG Wealth Advisors’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 		$1.19M Sell
16,161
-346
-2% -$23.6K 0.26% 88
2026
Q1 		$1.03M Sell
16,507
-941
-5% -$59.2K 0.26% 87
2025
Q4 		$1.02M Buy
17,448
+1,118
+7% +$64.8K 0.29% 78
2025
Q3 		$935K Buy
+16,330
New +$901K 0.27% 83
2025
Q2 		– Sell
-16,751
Closed -$811K – 96
2025
Q1 		$811K Buy
16,751
+301
+2% +$15.9K 0.28% 75
2024
Q4 		$894K Buy
16,450
+340
+2% +$19K 0.33% 73
2024
Q3 		$870K Sell
16,110
-542
-3% -$28.6K 0.34% 67
2024
Q2 		$831K Buy
16,652
+3,844
+30% +$193K 0.36% 63
2024
Q1 		$671K Buy
12,808
+1,234
+11% +$61.7K 0.32% 59
2023
Q4 		$591K Sell
11,574
-725
-6% -$32.8K 0.33% 55
2023
Q3 		$544K Buy
12,299
+945
+8% +$44K 0.36% 56
2023
Q2 		$518K Buy
+11,354
New +$494K 0.32% 64

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

PCG Wealth Advisors's AVSC Position: Q2 2026 in Review

PCG Wealth Advisors reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 2.1% in Q2 2026, selling an estimated $23.6K and leaving 16,161 shares worth $1.19M. The position accounts for 0.26% of the portfolio, ranked #88.

PCG Wealth Advisors first reported a position in AVSC in Q2 2023 and has held it in 12 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • PCG Wealth Advisors held 16,161 shares of Avantis US Small Cap Equity ETF worth $1.19M as of Q2 2026.
  • PCG Wealth Advisors sold 346 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $23.6K.
  • Avantis US Small Cap Equity ETF made up 0.26% of PCG Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • PCG Wealth Advisors first reported a position in Avantis US Small Cap Equity ETF in Q2 2023 and has held it in 12 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.