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Independence Bank of Kentucky’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Independence Bank of Kentucky’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
Q4 		– Sell
-200
Closed -$11.4K – 726
2025
Q3 		$11.4K Buy
+200
New +$11K ﹤0.01% 526

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Northwestern Mutual Wealth Management
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Cambridge Associates
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
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
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Three Arch Wealth Management
Three Arch Wealth Management Irvine, California $652M AUM

Independence Bank of Kentucky's AVSC Position: Q4 2025 in Review

Independence Bank of Kentucky sold out of Avantis US Small Cap Equity ETF (AVSC) in Q4 2025, closing a stake of 200 shares — an estimated $11.4K sold.

Independence Bank of Kentucky first reported a position in AVSC in Q3 2025 and held it in 1 quarter. The position peaked at $11.4K in Q3 2025. 205 funds tracked by Wall St. Rank hold AVSC as of Q4 2025.

  • Independence Bank of Kentucky reported no remaining Avantis US Small Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Independence Bank of Kentucky sold 200 Avantis US Small Cap Equity ETF shares in Q4 2025, an estimated $11.4K.
  • Independence Bank of Kentucky first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and held it in 1 quarter.
  • Independence Bank of Kentucky's Avantis US Small Cap Equity ETF position peaked at $11.4K in Q3 2025.
  • 205 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q4 2025.

Based on Independence Bank of Kentucky's 13F filing for Q4 2025, filed 20 Jan 2026.