KMG Fiduciary Partners’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

KMG Fiduciary 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	-11,090	Closed	-$691K	–	213
2026 Q1	$691K	Sell	11,090 -40,800	-79%	-$2.57M	0.05%	183
2025 Q4	$3.05M	Buy	51,890 +66	+0.1%	+$3.82K	0.22%	101
2025 Q3	$2.97M	Buy	51,824 +216	+0.4%	+$11.9K	0.2%	109
2025 Q2	$2.66M	Buy	51,608 +3,690	+8%	+$178K	0.2%	109
2025 Q1	$2.32M	Buy	47,918 +2,873	+6%	+$152K	0.19%	118
2024 Q4	$2.45M	Buy	45,045 +2,749	+6%	+$154K	0.2%	108
2024 Q3	$2.28M	Buy	42,296 +33,102	+360%	+$1.75M	0.2%	112
2024 Q2	$459K	Buy	+9,194	New	+$463K	0.05%	189

Other funds holding AVSC

Kilner Capital Advisors Gaithersburg, Maryland $117M AUM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return