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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
Q3 		$23.1M Buy
444,747
+5,688
+1% +$412K 7.32% 5
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

WPA
West Paces Advisors Atlanta, Georgia $586M AUM 14.12% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
CPL
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Shore Point Advisors's AVSC Position: Q3 2026 in Review

Shore Point Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 1.3% in Q3 2026, buying an estimated $412K and bringing the position to 444,747 shares worth $23.1M. The position accounts for 7.32% of the portfolio, ranked #5.

Shore Point Advisors first reported a position in AVSC in Q1 2026 and has held it in 3 quarters since. The position peaked at $23.4M in Q2 2026. 51 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

  • Shore Point Advisors held 444,747 shares of Avantis US Small Cap Equity ETF worth $23.1M as of Q3 2026.
  • Shore Point Advisors bought 5,688 Avantis US Small Cap Equity ETF shares in Q3 2026, an estimated $412K.
  • Avantis US Small Cap Equity ETF made up 7.32% of Shore Point Advisors's portfolio in Q3 2026, its #5 holding.
  • Shore Point Advisors first reported a position in Avantis US Small Cap Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • Shore Point Advisors's Avantis US Small Cap Equity ETF position peaked at $23.4M in Q2 2026.
  • 51 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on Shore Point Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.