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

Prevail Innovative 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 		$17.1M Buy
233,664
+32,504
+16% +$2.22M 2.55% 4
2026
Q1 		$12.5M Buy
201,160
+12,653
+7% +$796K 2.11% 3
2025
Q4 		$11.1M Buy
188,507
+137,442
+269% +$7.96M 1.98% 4
2025
Q3 		$2.92M Buy
51,065
+2,899
+6% +$160K 0.57% 62
2025
Q2 		$2.48M Sell
48,166
-75,117
-61% -$3.63M 0.56% 58
2025
Q1 		$5.97M Sell
123,283
-45,149
-27% -$2.38M 1.59% 14
2024
Q4 		$9.16M Buy
168,432
+20,530
+14% +$1.15M 2.65% 5
2024
Q3 		$7.99M Buy
147,902
+42,182
+40% +$2.23M 2.43% 4
2024
Q2 		$5.28M Buy
105,720
+6,600
+7% +$332K 1.87% 7
2024
Q1 		$5.19M Buy
99,120
+72,851
+277% +$3.64M 1.93% 6
2023
Q4 		$1.34M Buy
+26,269
New +$1.19M 0.64% 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

Prevail Innovative Wealth Advisors's AVSC Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 16% in Q2 2026, buying an estimated $2.22M and bringing the position to 233,664 shares worth $17.1M. The position accounts for 2.55% of the portfolio, ranked #4.

Prevail Innovative Wealth Advisors first reported a position in AVSC in Q4 2023 and has held it in 11 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 233,664 shares of Avantis US Small Cap Equity ETF worth $17.1M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 32,504 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $2.22M.
  • Avantis US Small Cap Equity ETF made up 2.55% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Avantis US Small Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.