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AVSC icon

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

Kingfisher Capital’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
2024
Q3 		$374K Buy
6,921
+2,165
+46% +$114K 0.09% 141
2024
Q2 		$237K Buy
+4,756
New +$239K 0.06% 157

Other funds holding AVSC

Envestnet Asset Management
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $516M AUM 16.62% 1-Year Est. Return

Kingfisher Capital's AVSC Position: Q3 2024 in Review

Kingfisher Capital increased its Avantis US Small Cap Equity ETF (AVSC) stake by 46% in Q3 2024, buying an estimated $114K and bringing the position to 6,921 shares worth $374K. The position accounts for 0.09% of the portfolio, ranked #141.

Kingfisher Capital first reported a position in AVSC in Q2 2024 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold AVSC as of Q3 2024.

  • Kingfisher Capital held 6,921 shares of Avantis US Small Cap Equity ETF worth $374K as of Q3 2024.
  • Kingfisher Capital bought 2,165 Avantis US Small Cap Equity ETF shares in Q3 2024, an estimated $114K.
  • Avantis US Small Cap Equity ETF made up 0.09% of Kingfisher Capital's portfolio in Q3 2024, its #141 holding.
  • Kingfisher Capital first reported a position in Avantis US Small Cap Equity ETF in Q2 2024 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.