Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Wealth Enhancement Advisory Services’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	$637K	Buy	10,115 +2,760	+38%	+$174K	﹤0.01%	2137
2025 Q4	$448K	Sell	7,355 -65	-0.9%	-$3.77K	﹤0.01%	2566
2025 Q3	$424K	Sell	7,420 -135	-2%	-$7.45K	﹤0.01%	2493
2025 Q2	$408K	Sell	7,555 -734	-9%	-$35.4K	﹤0.01%	2376
2025 Q1	$401K	Sell	8,289 -763	-8%	-$40.3K	﹤0.01%	2202
2024 Q4	$492K	Sell	9,052 -1,190	-12%	-$66.4K	﹤0.01%	2002
2024 Q3	$553K	Buy	10,242 +2,181	+27%	+$115K	﹤0.01%	1763
2024 Q2	$402K	Buy	8,061 +470	+6%	+$23.6K	﹤0.01%	1779
2024 Q1	$397K	Buy	+7,591	New	+$380K	﹤0.01%	1721

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Northwestern Mutual Wealth Management

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Envestnet Asset Management

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Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Creative Planning

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AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return