UCFA
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United Capital Financial Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

United Capital Financial 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 		$387K Sell
5,283
-38
-0.7% -$2.59K ﹤0.01% 1256
2026
Q1 		$331K Buy
+5,321
New +$335K ﹤0.01% 1295

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 22.9% 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

United Capital Financial Advisors's AVSC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 0.71% in Q2 2026, selling an estimated $2.59K and leaving 5,283 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

United Capital Financial Advisors first reported a position in AVSC in Q1 2026 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • United Capital Financial Advisors held 5,283 shares of Avantis US Small Cap Equity ETF worth $387K as of Q2 2026.
  • United Capital Financial Advisors sold 38 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $2.59K.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1256 holding.
  • United Capital Financial Advisors first reported a position in Avantis US Small Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.