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

Spire Wealth Management’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	$111K	Buy	+1,513	New	+$103K	﹤0.01%	947

Other funds holding AVSC

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Kilner Capital Advisors Gaithersburg, Maryland $117M AUM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return

Spire Wealth Management's AVSC Position: Q2 2026 in Review

Spire Wealth Management opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q2 2026: 1,513 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings.

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

Spire Wealth Management held 1,513 shares of Avantis US Small Cap Equity ETF worth $111K as of Q2 2026.
Avantis US Small Cap Equity ETF was a new Spire Wealth Management position in Q2 2026.
Avantis US Small Cap Equity ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #947 holding.
84 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.