LPL Financial
AVSC icon

LPL Financial’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

LPL Financial’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
Q1 		$29.1M Buy
467,437
+21,625
+5% +$1.36M 0.01% 1223
2025
Q4 		$26.2M Sell
445,812
-11,760
-3% -$681K 0.01% 1229
2025
Q3 		$26.2M Sell
457,572
-1,242
-0.3% -$68.5K 0.01% 1190
2025
Q2 		$23.7M Buy
458,814
+36,611
+9% +$1.77M 0.01% 1147
2025
Q1 		$20.4M Buy
422,203
+93,164
+28% +$4.92M 0.01% 1140
2024
Q4 		$17.9M Buy
329,039
+50,519
+18% +$2.82M 0.01% 1159
2024
Q3 		$15M Buy
278,520
+16,317
+6% +$861K 0.01% 1200
2024
Q2 		$13.1M Buy
262,203
+28,115
+12% +$1.41M 0.01% 1195
2024
Q1 		$12.3M Buy
234,088
+181,736
+347% +$9.09M 0.01% 1196
2023
Q4 		$2.67M Buy
52,352
+43,826
+514% +$1.99M ﹤0.01% 2166
2023
Q3 		$377K Buy
+8,526
New +$397K ﹤0.01% 3717

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CA
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Envestnet Asset Management
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EGWAG
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Creative Planning
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return