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 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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Prevail Innovative Wealth Advisors's AVSC Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 6.7% in Q1 2026, buying an estimated $796K and bringing the position to 201,160 shares worth $12.5M. The position accounts for 2.11% of the portfolio, ranked #3.

Prevail Innovative Wealth Advisors first reported a position in AVSC in Q4 2023 and has held it in 10 quarters since. 218 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

Prevail Innovative Wealth Advisors held 201,160 shares of Avantis US Small Cap Equity ETF worth $12.5M as of Q1 2026.
Prevail Innovative Wealth Advisors bought 12,653 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $796K.
Avantis US Small Cap Equity ETF made up 2.11% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #3 holding.
Prevail Innovative Wealth Advisors first reported a position in Avantis US Small Cap Equity ETF in Q4 2023 and has held it in 10 quarters since.
218 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.