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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
Q2 		$54.8K Sell
747
-1
-0.1% -$68 ﹤0.01% 2896
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

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Steward Partners Investment Advisory's AVSC Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 0.13% in Q2 2026, selling an estimated $68 and leaving 747 shares worth $54.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2896.

Steward Partners Investment Advisory first reported a position in AVSC in Q4 2023 and has held it in 11 quarters since. The position peaked at $96.9K in Q1 2024. 249 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Steward Partners Investment Advisory held 747 shares of Avantis US Small Cap Equity ETF worth $54.8K as of Q2 2026.
  • Steward Partners Investment Advisory sold 1 Avantis US Small Cap Equity ETF share in Q2 2026, an estimated $68.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2896 holding.
  • Steward Partners Investment Advisory first reported a position in Avantis US Small Cap Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • Steward Partners Investment Advisory's Avantis US Small Cap Equity ETF position peaked at $96.9K in Q1 2024.
  • 249 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.