PSFG
AVSC icon

Park Square Financial Group’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-2,045
Closed -$105K – 310
2025
Q2 		$105K Buy
2,045
+1,237
+153% +$59.7K 0.08% 189
2025
Q1 		$39.1K Buy
+808
New +$42.7K 0.03% 313

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Park Square Financial Group's AVSC Position: Q3 2025 in Review

Park Square Financial Group sold out of Avantis US Small Cap Equity ETF (AVSC) in Q3 2025, closing a stake of 2,045 shares — an estimated $105K sold.

Park Square Financial Group first reported a position in AVSC in Q1 2025 and held it in 2 quarters. The position peaked at $105K in Q2 2025. 174 funds tracked by Wall St. Rank hold AVSC as of Q3 2025.

  • Park Square Financial Group reported no remaining Avantis US Small Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 2,045 Avantis US Small Cap Equity ETF shares in Q3 2025, an estimated $105K.
  • Park Square Financial Group first reported a position in Avantis US Small Cap Equity ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's Avantis US Small Cap Equity ETF position peaked at $105K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.