LAS
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Lloyd Advisory Services’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Lloyd Advisory Services’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 		$4.81K Sell
66
-210
-76% -$14.3K ﹤0.01% 429
2026
Q1 		$17.2K Sell
276
-1,915
-87% -$120K ﹤0.01% 413
2025
Q4 		$129K Buy
+2,191
New +$127K 0.05% 156

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Lloyd Advisory Services's AVSC Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 76% in Q2 2026, selling an estimated $14.3K and leaving 66 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Lloyd Advisory Services first reported a position in AVSC in Q4 2025 and has held it in 3 quarters since. The position peaked at $129K in Q4 2025. 249 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Lloyd Advisory Services held 66 shares of Avantis US Small Cap Equity ETF worth $4.81K as of Q2 2026.
  • Lloyd Advisory Services sold 210 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $14.3K.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #429 holding.
  • Lloyd Advisory Services first reported a position in Avantis US Small Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Lloyd Advisory Services's Avantis US Small Cap Equity ETF position peaked at $129K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.