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

Summit Financial’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 		$845K Buy
13,565
+651
+5% +$40.9K 0.01% 831
2025
Q4 		$759K Buy
12,914
+2,037
+19% +$118K 0.01% 755
2025
Q3 		$623K Buy
+10,877
New +$600K 0.01% 814

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 $1.12B AUM 20.18% 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

Summit Financial's AVSC Position: Q1 2026 in Review

Summit Financial increased its Avantis US Small Cap Equity ETF (AVSC) stake by 5% in Q1 2026, buying an estimated $40.9K and bringing the position to 13,565 shares worth $845K. The position accounts for 0.01% of the portfolio, ranked #831.

Summit Financial first reported a position in AVSC in Q3 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Summit Financial held 13,565 shares of Avantis US Small Cap Equity ETF worth $845K as of Q1 2026.
  • Summit Financial bought 651 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $40.9K.
  • Avantis US Small Cap Equity ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #831 holding.
  • Summit Financial first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.