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Private Wealth Asset Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Private Wealth Asset Management’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
Q2 		– Sell
-668
Closed -$32.3K – 1100
2025
Q1 		$32.3K Buy
+668
New +$35.3K ﹤0.01% 438

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Wealth Asset Management's AVSC Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Avantis US Small Cap Equity ETF (AVSC) in Q2 2025, closing a stake of 668 shares — an estimated $32.3K sold.

Private Wealth Asset Management first reported a position in AVSC in Q1 2025 and held it in 1 quarter. The position peaked at $32.3K in Q1 2025. 151 funds tracked by Wall St. Rank hold AVSC as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Avantis US Small Cap Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 668 Avantis US Small Cap Equity ETF shares in Q2 2025, an estimated $32.3K.
  • Private Wealth Asset Management first reported a position in Avantis US Small Cap Equity ETF in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Avantis US Small Cap Equity ETF position peaked at $32.3K in Q1 2025.
  • 151 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.