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Golden State Equity Partners’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Golden State Equity 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
2026
Q2 		– Sell
-2,068
Closed -$129K – 446
2026
Q1 		$129K Buy
+2,068
New +$130K 0.01% 695

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Northwestern Mutual Wealth Management
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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

Golden State Equity Partners's AVSC Position: Q2 2026 in Review

Golden State Equity Partners sold out of Avantis US Small Cap Equity ETF (AVSC) in Q2 2026, closing a stake of 2,068 shares — an estimated $129K sold.

Golden State Equity Partners first reported a position in AVSC in Q1 2026 and held it in 1 quarter. The position peaked at $129K in Q1 2026. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Golden State Equity Partners reported no remaining Avantis US Small Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 2,068 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $129K.
  • Golden State Equity Partners first reported a position in Avantis US Small Cap Equity ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Avantis US Small Cap Equity ETF position peaked at $129K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.