SWP
AVSC icon

Strategic Wealth Partners’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Strategic Wealth Partners’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 		$2.09K Sell
28
-30
-52% -$2.05K ﹤0.01% 1193
2026
Q1 		$3.64K Buy
58
+5
+9% +$314 ﹤0.01% 1089
2025
Q4 		$3.14K Sell
53
-3,745
-99% -$217K ﹤0.01% 1136
2025
Q3 		$217K Buy
+3,798
New +$210K 0.02% 324

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 22.96% 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

Strategic Wealth Partners's AVSC Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Avantis US Small Cap Equity ETF (AVSC) stake by 52% in Q2 2026, selling an estimated $2.05K and leaving 28 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Strategic Wealth Partners first reported a position in AVSC in Q3 2025 and has held it in 4 quarters since. The position peaked at $217K in Q3 2025. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Strategic Wealth Partners held 28 shares of Avantis US Small Cap Equity ETF worth $2.09K as of Q2 2026.
  • Strategic Wealth Partners sold 30 Avantis US Small Cap Equity ETF shares in Q2 2026, an estimated $2.05K.
  • Avantis US Small Cap Equity ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1193 holding.
  • Strategic Wealth Partners first reported a position in Avantis US Small Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Avantis US Small Cap Equity ETF position peaked at $217K in Q3 2025.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.