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
Q3 		$1.5M Buy
21,446
+12,521
+140% +$908K ﹤0.01% 1884
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

Mason Investment Advisory Services
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.78B AUM 11.4% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $627M AUM 14.55% 1-Year Est. Return

Wealth Enhancement Advisory Services's AVSC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Avantis US Small Cap Equity ETF (AVSC) stake by 140% in Q3 2026, buying an estimated $908K and bringing the position to 21,446 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

Wealth Enhancement Advisory Services first reported a position in AVSC in Q1 2024 and has held it in 11 quarters since. 239 funds tracked by Wall St. Rank hold AVSC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 21,446 shares of Avantis US Small Cap Equity ETF worth $1.5M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 12,521 Avantis US Small Cap Equity ETF shares in Q3 2026, an estimated $908K.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1884 holding.
  • Wealth Enhancement Advisory Services first reported a position in Avantis US Small Cap Equity ETF in Q1 2024 and has held it in 11 quarters since.
  • 239 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.