Quantum Financial Partners
AVSC icon

Quantum Financial Partners’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Quantum Financial Partners’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 		$1.95M Sell
28,264
-4,800
-15% -$348K 1.01% 26
2026
Q2 		$2.42M Buy
+33,064
New +$2.26M 1.24% 21

Other funds holding AVSC

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Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
West Paces Advisors
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
Choice Wealth Advisors
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
Level Financial Advisors
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

Quantum Financial Partners's AVSC Position: Q3 2026 in Review

Quantum Financial Partners reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 15% in Q3 2026, selling an estimated $348K and leaving 28,264 shares worth $1.95M. The position accounts for 1.01% of the portfolio, ranked #26.

Quantum Financial Partners first reported a position in AVSC in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.42M in Q2 2026. 59 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

  • Quantum Financial Partners held 28,264 shares of Avantis US Small Cap Equity ETF worth $1.95M as of Q3 2026.
  • Quantum Financial Partners sold 4,800 Avantis US Small Cap Equity ETF shares in Q3 2026, an estimated $348K.
  • Avantis US Small Cap Equity ETF made up 1.01% of Quantum Financial Partners's portfolio in Q3 2026, its #26 holding.
  • Quantum Financial Partners first reported a position in Avantis US Small Cap Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • Quantum Financial Partners's Avantis US Small Cap Equity ETF position peaked at $2.42M in Q2 2026.
  • 59 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.