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AVSC icon

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
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 $67.6B AUM 18.3% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Wealth's AVSC Position: Q1 2026 in Review

Simplicity Wealth reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 0.41% in Q1 2026, selling an estimated $56.1K and leaving 217,948 shares worth $13.6M. The position accounts for 0.77% of the portfolio, ranked #20.

Simplicity Wealth first reported a position in AVSC in Q2 2024 and has held it in 7 quarters since. The position peaked at $21.7M in Q2 2025. 218 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Simplicity Wealth held 217,948 shares of Avantis US Small Cap Equity ETF worth $13.6M as of Q1 2026.
  • Simplicity Wealth sold 893 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $56.1K.
  • Avantis US Small Cap Equity ETF made up 0.77% of Simplicity Wealth's portfolio in Q1 2026, its #20 holding.
  • Simplicity Wealth first reported a position in Avantis US Small Cap Equity ETF in Q2 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's Avantis US Small Cap Equity ETF position peaked at $21.7M in Q2 2025.
  • 218 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.