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Summit Financial Wealth Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Summit Financial Wealth 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 		$286K Buy
3,897
+30
+0.8% +$2.05K 0.04% 179
2026
Q1 		$241K Buy
3,867
+212
+6% +$13.3K 0.03% 172
2025
Q4 		$215K Sell
3,655
-273
-7% -$15.8K 0.03% 188
2025
Q3 		$225K Buy
+3,928
New +$217K 0.03% 165

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

Summit Financial Wealth Advisors's AVSC Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Avantis US Small Cap Equity ETF (AVSC) stake by 0.78% in Q2 2026, buying an estimated $2.05K and bringing the position to 3,897 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #179.

Summit Financial Wealth Advisors first reported a position in AVSC in Q3 2025 and has held it in 4 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Summit Financial Wealth Advisors held 3,897 shares of Avantis US Small Cap Equity ETF worth $286K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 30 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $2.05K.
  • Avantis US Small Cap Equity ETF made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • Summit Financial Wealth Advisors first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.