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Wealth Watch Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Wealth Watch 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
Q1 		– Sell
-1,417
Closed -$83.2K – 188
2025
Q4 		$83.2K Sell
1,417
-51
-3% -$2.96K 0.03% 160
2025
Q3 		$84K Buy
+1,468
New +$81K 0.03% 145

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wealth Watch Advisors's AVSC Position: Q1 2026 in Review

Wealth Watch Advisors sold out of Avantis US Small Cap Equity ETF (AVSC) in Q1 2026, closing a stake of 1,417 shares — an estimated $83.2K sold.

Wealth Watch Advisors first reported a position in AVSC in Q3 2025 and held it in 2 quarters. The position peaked at $84K in Q3 2025. 218 funds tracked by Wall St. Rank hold AVSC as of Q1 2026.

  • Wealth Watch Advisors reported no remaining Avantis US Small Cap Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Watch Advisors sold 1,417 Avantis US Small Cap Equity ETF shares in Q1 2026, an estimated $83.2K.
  • Wealth Watch Advisors first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and held it in 2 quarters.
  • Wealth Watch Advisors's Avantis US Small Cap Equity ETF position peaked at $84K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.