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Orion Portfolio Solutions’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Orion Portfolio Solutions’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
-5,979
Closed -$325K – 1885
2024
Q4 		$325K Sell
5,979
-37
-0.6% -$2.07K ﹤0.01% 1521
2024
Q3 		$325K Buy
+6,016
New +$318K ﹤0.01% 1499

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

Orion Portfolio Solutions's AVSC Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Avantis US Small Cap Equity ETF (AVSC) in Q1 2025, closing a stake of 5,979 shares — an estimated $325K sold.

Orion Portfolio Solutions first reported a position in AVSC in Q3 2024 and held it in 2 quarters. The position peaked at $325K in Q4 2024. 134 funds tracked by Wall St. Rank hold AVSC as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Avantis US Small Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 5,979 Avantis US Small Cap Equity ETF shares in Q1 2025, an estimated $325K.
  • Orion Portfolio Solutions first reported a position in Avantis US Small Cap Equity ETF in Q3 2024 and held it in 2 quarters.
  • Orion Portfolio Solutions's Avantis US Small Cap Equity ETF position peaked at $325K in Q4 2024.
  • 134 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.