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 Q2	$2.42M	Buy	+33,064	New	+$2.26M	1.24%	21

Other funds holding AVSC

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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 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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Quantum Financial Partners's AVSC Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q2 2026: 33,064 shares worth $2.42M. The stake represents 1.24% of the portfolio and ranks #21 among its holdings.

247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

Quantum Financial Partners held 33,064 shares of Avantis US Small Cap Equity ETF worth $2.42M as of Q2 2026.
Avantis US Small Cap Equity ETF was a new Quantum Financial Partners position in Q2 2026.
Avantis US Small Cap Equity ETF made up 1.24% of Quantum Financial Partners's portfolio in Q2 2026, its #21 holding.
247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.