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Shore Point Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Shore Point 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 		$23.4M Buy
439,059
+35,878
+9% +$2.45M 8.02% 3
2026
Q1 		$18.8M Buy
+403,181
New +$25.4M 7.43% 4

Other funds holding AVSC

KCA
Kilner Capital Advisors Gaithersburg, Maryland $117M AUM
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

Shore Point Advisors's AVSC Position: Q2 2026 in Review

Shore Point Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 8.9% in Q2 2026, buying an estimated $2.45M and bringing the position to 439,059 shares worth $23.4M. The position accounts for 8.02% of the portfolio, ranked #3.

Shore Point Advisors first reported a position in AVSC in Q1 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Shore Point Advisors held 439,059 shares of Avantis US Small Cap Equity ETF worth $23.4M as of Q2 2026.
  • Shore Point Advisors bought 35,878 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $2.45M.
  • Avantis US Small Cap Equity ETF made up 8.02% of Shore Point Advisors's portfolio in Q2 2026, its #3 holding.
  • Shore Point Advisors first reported a position in Avantis US Small Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.