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 Q3	$17M	Buy	243,585 +9,921	+4%	+$719K	2.18%	4
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

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Cornerstone Wealth Partners Okemos, Michigan $252M AUM 15.1% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Prevail Innovative Wealth Advisors's AVSC Position: Q3 2026 in Review

Prevail Innovative Wealth Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 4.2% in Q3 2026, buying an estimated $719K and bringing the position to 243,585 shares worth $17M. The position accounts for 2.18% of the portfolio, ranked #4.

Prevail Innovative Wealth Advisors first reported a position in AVSC in Q4 2023 and has held it in 12 quarters since. The position peaked at $17.1M in Q2 2026. 93 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

Prevail Innovative Wealth Advisors held 243,585 shares of Avantis US Small Cap Equity ETF worth $17M as of Q3 2026.
Prevail Innovative Wealth Advisors bought 9,921 Avantis US Small Cap Equity ETF shares in Q3 2026, an estimated $719K.
Avantis US Small Cap Equity ETF made up 2.18% of Prevail Innovative Wealth Advisors's portfolio in Q3 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 12 quarters since.
Prevail Innovative Wealth Advisors's Avantis US Small Cap Equity ETF position peaked at $17.1M in Q2 2026.
93 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.