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LexAurum Advisors’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

LexAurum Advisors’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 		$6.84M Sell
93,329
-15,728
-14% -$1.07M 0.79% 32
2026
Q1 		$6.79M Buy
+109,057
New +$6.86M 0.88% 26
2025
Q3 		$7.01M Buy
122,524
+376
+0.3% +$20.7K 0.99% 26
2025
Q2 		$6.3M Buy
122,148
+92,789
+316% +$4.48M 0.99% 26
2025
Q1 		$1.42M Buy
29,359
+4,951
+20% +$261K 0.27% 78
2024
Q4 		$1.33M Buy
24,408
+1,169
+5% +$65.3K 0.26% 76
2024
Q3 		$1.26M Buy
23,239
+1,376
+6% +$72.6K 0.28% 78
2024
Q2 		$1.09M Sell
21,863
-1,331
-6% -$67K 0.27% 88
2024
Q1 		$1.21M Buy
23,194
+1,296
+6% +$64.8K 0.31% 68
2023
Q4 		$1.12M Buy
21,898
+900
+4% +$40.8K 0.29% 77
2023
Q3 		$930K Buy
20,998
+835
+4% +$38.9K 0.27% 82
2023
Q2 		$920K Buy
20,163
+2,655
+15% +$115K 0.28% 77
2023
Q1 		$772K Buy
+17,508
New +$802K 0.26% 91

Other funds holding AVSC

RFS
Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
KCA
Kilner Capital Advisors Gaithersburg, Maryland $117M AUM
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

LexAurum Advisors's AVSC Position: Q2 2026 in Review

LexAurum Advisors reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 14% in Q2 2026, selling an estimated $1.07M and leaving 93,329 shares worth $6.84M. The position accounts for 0.79% of the portfolio, ranked #32.

LexAurum Advisors first reported a position in AVSC in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.01M in Q3 2025. 120 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • LexAurum Advisors held 93,329 shares of Avantis US Small Cap Equity ETF worth $6.84M as of Q2 2026.
  • LexAurum Advisors sold 15,728 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $1.07M.
  • Avantis US Small Cap Equity ETF made up 0.79% of LexAurum Advisors's portfolio in Q2 2026, its #32 holding.
  • LexAurum Advisors first reported a position in Avantis US Small Cap Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • LexAurum Advisors's Avantis US Small Cap Equity ETF position peaked at $7.01M in Q3 2025.
  • 120 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.