TFG
AVSC icon

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

Team Financial Group’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 		$444K Buy
6,061
+4,126
+213% +$281K 0.19% 30
2026
Q1 		$121K Buy
1,935
+1,869
+2,832% +$118K 0.05% 72
2025
Q4 		$3.88K Buy
+66
New +$3.82K ﹤0.01% 222

Other funds holding AVSC

SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
KCA
Kilner Capital Advisors Gaithersburg, Maryland $117M AUM
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return

Team Financial Group's AVSC Position: Q2 2026 in Review

Team Financial Group increased its Avantis US Small Cap Equity ETF (AVSC) stake by 213% in Q2 2026, buying an estimated $281K and bringing the position to 6,061 shares worth $444K. The position accounts for 0.19% of the portfolio, ranked #30.

Team Financial Group first reported a position in AVSC in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Team Financial Group held 6,061 shares of Avantis US Small Cap Equity ETF worth $444K as of Q2 2026.
  • Team Financial Group bought 4,126 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $281K.
  • Avantis US Small Cap Equity ETF made up 0.19% of Team Financial Group's portfolio in Q2 2026, its #30 holding.
  • Team Financial Group first reported a position in Avantis US Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.