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Steward Partners Investment Advisory’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Steward Partners Investment Advisory’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 		$46.6K Buy
748
+3
+0.4% +$189 ﹤0.01% 2819
2025
Q4 		$43.8K Hold
745
– – ﹤0.01% 2744
2025
Q3 		$42.7K Hold
745
– – ﹤0.01% 2687
2025
Q2 		$38.4K Sell
745
-476
-39% -$23K ﹤0.01% 2603
2025
Q1 		$59.1K Hold
1,221
– – ﹤0.01% 2297
2024
Q4 		$66.4K Hold
1,221
– – ﹤0.01% 2189
2024
Q3 		$66K Sell
1,221
-629
-34% -$33.2K ﹤0.01% 2094
2024
Q2 		$92.3K Hold
1,850
– – ﹤0.01% 1820
2024
Q1 		$96.9K Hold
1,850
– – ﹤0.01% 1782
2023
Q4 		$94.5K Buy
+1,850
New +$83.8K ﹤0.01% 1721

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CA
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EGWAG
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Creative Planning
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AWM
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