Chicago Partners Investment Group’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Chicago Partners Investment Group’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	$6.58M	Buy	91,190 +10,954	+14%	+$747K	0.13%	131
2026 Q1	$5.42M	Buy	80,236 +14,228	+22%	+$895K	0.12%	149
2025 Q4	$4.16M	Sell	66,008 -1,047	-2%	-$60.7K	0.1%	178
2025 Q3	$3.91M	Buy	67,055 +6,098	+10%	+$336K	0.1%	181
2025 Q2	$3.34M	Buy	60,957 +2,708	+5%	+$131K	0.1%	185
2025 Q1	$2.74M	Buy	58,249 +2,881	+5%	+$152K	0.09%	194
2024 Q4	$2.99M	Buy	55,368 +3,450	+7%	+$193K	0.1%	173
2024 Q3	$2.77M	Buy	51,918 +5,952	+13%	+$314K	0.1%	172
2024 Q2	$2.56M	Buy	45,966 +3,847	+9%	+$194K	0.1%	180
2024 Q1	$2.1M	Buy	42,119 +10,286	+32%	+$514K	0.09%	201
2023 Q4	$1.57M	Buy	31,833 +16,301	+105%	+$738K	0.07%	231
2023 Q3	$646K	Buy	15,532 +5,334	+52%	+$248K	0.03%	347
2023 Q2	$496K	Buy	10,198 +2,950	+41%	+$128K	0.03%	424
2023 Q1	$314K	Buy	+7,248	New	+$332K	0.02%	498

Other funds holding AVSC

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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 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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Chicago Partners Investment Group's AVSC Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Avantis US Small Cap Equity ETF (AVSC) stake by 14% in Q2 2026, buying an estimated $747K and bringing the position to 91,190 shares worth $6.58M. The position accounts for 0.13% of the portfolio, ranked #131.

Chicago Partners Investment Group first reported a position in AVSC in Q1 2023 and has held it in 14 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

Chicago Partners Investment Group held 91,190 shares of Avantis US Small Cap Equity ETF worth $6.58M as of Q2 2026.
Chicago Partners Investment Group bought 10,954 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $747K.
Avantis US Small Cap Equity ETF made up 0.13% of Chicago Partners Investment Group's portfolio in Q2 2026, its #131 holding.
Chicago Partners Investment Group first reported a position in Avantis US Small Cap Equity ETF in Q1 2023 and has held it in 14 quarters since.
247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.