LSA
AVSC icon

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

Lion Street 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
2025
Q3 		– Sell
-9,214
Closed -$475K – 238
2025
Q2 		$475K Buy
9,214
+841
+10% +$40.6K 0.14% 152
2025
Q1 		$405K Buy
8,373
+223
+3% +$11.8K 0.13% 169
2024
Q4 		$443K Buy
8,150
+361
+5% +$20.2K 0.14% 148
2024
Q3 		$421K Buy
7,789
+347
+5% +$18.3K 0.15% 156
2024
Q2 		$371K Buy
7,442
+1,855
+33% +$93.3K 0.14% 163
2024
Q1 		$285K Hold
5,587
– – 0.12% 185
2023
Q4 		$285K Buy
+5,587
New +$253K 0.12% 185

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return