LWM
AVSC icon

Lionshead Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Lionshead Wealth Management’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
Q1 		– Sell
-3,930
Closed -$214K – 91
2024
Q4 		$214K Buy
+3,930
New +$219K 0.15% 107

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
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
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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

Lionshead Wealth Management's AVSC Position: Q1 2025 in Review

Lionshead Wealth Management sold out of Avantis US Small Cap Equity ETF (AVSC) in Q1 2025, closing a stake of 3,930 shares — an estimated $214K sold.

Lionshead Wealth Management first reported a position in AVSC in Q4 2024 and held it in 1 quarter. The position peaked at $214K in Q4 2024. 134 funds tracked by Wall St. Rank hold AVSC as of Q1 2025.

  • Lionshead Wealth Management reported no remaining Avantis US Small Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Lionshead Wealth Management sold 3,930 Avantis US Small Cap Equity ETF shares in Q1 2025, an estimated $214K.
  • Lionshead Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q4 2024 and held it in 1 quarter.
  • Lionshead Wealth Management's Avantis US Small Cap Equity ETF position peaked at $214K in Q4 2024.
  • 134 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2025.

Based on Lionshead Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.