Aveo Capital Partners’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Aveo Capital Partners’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
2025 Q2	–	Sell	-164,538	Closed	-$7.74M	–	19
2025 Q1	$7.74M	Buy	164,538 +34,347	+26%	+$1.81M	1.29%	21
2024 Q4	$7.08M	Sell	130,191 -36,413	-22%	-$2.03M	0.78%	33
2024 Q3	$9M	Buy	166,604 +9,017	+6%	+$476K	0.96%	26
2024 Q2	$7.87M	Buy	157,587 +10,445	+7%	+$525K	0.89%	32
2024 Q1	$7.41M	Buy	147,142 +1,098	+0.8%	+$54.9K	0.81%	30
2023 Q4	$7.46M	Buy	146,044 +40,365	+38%	+$1.83M	0.9%	29
2023 Q3	$4.68M	Sell	105,679 -538	-0.5%	-$25.1K	0.62%	51
2023 Q2	$4.85M	Buy	+106,217	New	+$4.62M	0.62%	52

Other funds holding AVSC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

EGWAG

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

PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

AWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aveo Capital Partners's AVSC Position: Q2 2025 in Review

Aveo Capital Partners sold out of Avantis US Small Cap Equity ETF (AVSC) in Q2 2025, closing a stake of 164,538 shares — an estimated $7.74M sold.

Aveo Capital Partners first reported a position in AVSC in Q2 2023 and held it in 8 quarters. The position peaked at $9M in Q3 2024. 151 funds tracked by Wall St. Rank hold AVSC as of Q2 2025.

Aveo Capital Partners reported no remaining Avantis US Small Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 164,538 Avantis US Small Cap Equity ETF shares in Q2 2025, an estimated $7.74M.
Aveo Capital Partners first reported a position in Avantis US Small Cap Equity ETF in Q2 2023 and held it in 8 quarters.
Aveo Capital Partners's Avantis US Small Cap Equity ETF position peaked at $9M in Q3 2024.
151 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.