Wealth Enhancement Advisory Services
AVSC icon

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
Q2 		$647K Sell
8,925
-1,190
-12% -$81.2K ﹤0.01% 2447
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

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

Wealth Enhancement Advisory Services's AVSC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 12% in Q2 2026, selling an estimated $81.2K and leaving 8,925 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #2447.

Wealth Enhancement Advisory Services first reported a position in AVSC in Q1 2024 and has held it in 10 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,925 shares of Avantis US Small Cap Equity ETF worth $647K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,190 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $81.2K.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2447 holding.
  • Wealth Enhancement Advisory Services first reported a position in Avantis US Small Cap Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.