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Simplicity Wealth’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Simplicity Wealth’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 		$16.4M Buy
224,294
+6,346
+3% +$433K 0.56% 37
2026
Q1 		$13.6M Sell
217,948
-893
-0.4% -$56.1K 0.77% 20
2025
Q4 		$12.9M Buy
218,841
+10,723
+5% +$621K 0.77% 21
2025
Q3 		$11.9M Sell
208,118
-212,910
-51% -$11.7M 0.69% 23
2025
Q2 		$21.7M Buy
421,028
+222,301
+112% +$10.7M 0.9% 20
2025
Q1 		$9.62M Buy
+198,727
New +$10.5M 0.75% 23
2024
Q4 		– Sell
-151,138
Closed -$8.16M – 337
2024
Q3 		$8.16M Buy
151,138
+134,770
+823% +$7.11M 0.76% 25
2024
Q2 		$817K Buy
+16,368
New +$823K 0.02% 590

Other funds holding AVSC

Mercer Global Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
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
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Simplicity Wealth's AVSC Position: Q2 2026 in Review

Simplicity Wealth increased its Avantis US Small Cap Equity ETF (AVSC) stake by 2.9% in Q2 2026, buying an estimated $433K and bringing the position to 224,294 shares worth $16.4M. The position accounts for 0.56% of the portfolio, ranked #37.

Simplicity Wealth first reported a position in AVSC in Q2 2024 and has held it in 8 quarters since. The position peaked at $21.7M in Q2 2025. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Simplicity Wealth held 224,294 shares of Avantis US Small Cap Equity ETF worth $16.4M as of Q2 2026.
  • Simplicity Wealth bought 6,346 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $433K.
  • Avantis US Small Cap Equity ETF made up 0.56% of Simplicity Wealth's portfolio in Q2 2026, its #37 holding.
  • Simplicity Wealth first reported a position in Avantis US Small Cap Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • Simplicity Wealth's Avantis US Small Cap Equity ETF position peaked at $21.7M in Q2 2025.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.