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Lloyd Advisory Services’s Avantis Emerging Markets ex-China Equity ETF AVXC Stock Holding History

Lloyd Advisory Services’s Portfolio AVXC Stock Details AVXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.1K Sell
179
-822
-82% -$57.1K ﹤0.01% 458
2025
Q4 		$63.8K Buy
+1,001
New +$62.2K 0.02% 221

Other funds holding AVXC

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VF
Vestment Financial Chanhassen, Minnesota $212M AUM 16.87% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.48B AUM 17.44% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $636M AUM 15.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $277M AUM 21.37% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Lloyd Advisory Services's AVXC Position: Q1 2026 in Review

Lloyd Advisory Services reduced its Avantis Emerging Markets ex-China Equity ETF (AVXC) stake by 82% in Q1 2026, selling an estimated $57.1K and leaving 179 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Lloyd Advisory Services first reported a position in AVXC in Q4 2025 and has held it in 2 quarters since. The position peaked at $63.8K in Q4 2025. 64 funds tracked by Wall St. Rank hold AVXC as of Q1 2026.

  • Lloyd Advisory Services held 179 shares of Avantis Emerging Markets ex-China Equity ETF worth $12.1K as of Q1 2026.
  • Lloyd Advisory Services sold 822 Avantis Emerging Markets ex-China Equity ETF shares in Q1 2026, an estimated $57.1K.
  • Avantis Emerging Markets ex-China Equity ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #458 holding.
  • Lloyd Advisory Services first reported a position in Avantis Emerging Markets ex-China Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Lloyd Advisory Services's Avantis Emerging Markets ex-China Equity ETF position peaked at $63.8K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Avantis Emerging Markets ex-China Equity ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.