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Kestra Private Wealth Services’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Kestra Private Wealth Services’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 		$1.44M Buy
19,674
+12,993
+194% +$886K 0.02% 719
2026
Q1 		$416K Buy
+6,681
New +$420K 0.01% 1299

Other funds holding AVSC

Mercer Global Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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 22.9% 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

Kestra Private Wealth Services's AVSC Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Avantis US Small Cap Equity ETF (AVSC) stake by 194% in Q2 2026, buying an estimated $886K and bringing the position to 19,674 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #719.

Kestra Private Wealth Services first reported a position in AVSC in Q1 2026 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Kestra Private Wealth Services held 19,674 shares of Avantis US Small Cap Equity ETF worth $1.44M as of Q2 2026.
  • Kestra Private Wealth Services bought 12,993 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $886K.
  • Avantis US Small Cap Equity ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #719 holding.
  • Kestra Private Wealth Services first reported a position in Avantis US Small Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.