Abacus Wealth Partners’s Avantis US Equity ETF AVUS Stock Holding History

Abacus Wealth Partners’s Portfolio AVUS Stock Details AVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$273K	Hold	2,134	–	–	0.03%	254
2026 Q1	$237K	Hold	2,134	–	–	0.02%	427
2025 Q4	$239K	Hold	2,134	–	–	0.02%	421
2025 Q3	$232K	Hold	2,134	–	–	0.03%	87
2025 Q2	$215K	Buy	+2,134	New	+$200K	0.03%	101
2025 Q1	–	Sell	-2,134	Closed	-$207K	–	93
2024 Q4	$207K	Hold	2,134	–	–	0.03%	87
2024 Q3	$203K	Buy	+2,134	New	+$196K	0.03%	90
2022 Q1	–	Sell	-33,104	Closed	-$2.65M	–	96
2021 Q4	$2.65M	Buy	33,104 +5,927	+22%	+$464K	0.94%	16
2021 Q3	$2M	Buy	27,177 +22,832	+525%	+$1.72M	0.74%	18
2021 Q2	$322K	Buy	+4,345	New	+$316K	0.13%	68

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Abacus Wealth Partners's AVUS Position: Q2 2026 in Review

Abacus Wealth Partners held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 2,134 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #254.

Abacus Wealth Partners first reported a position in AVUS in Q2 2021 and has held it in 10 quarters since. The position peaked at $2.65M in Q4 2021. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Abacus Wealth Partners held 2,134 shares of Avantis US Equity ETF worth $273K as of Q2 2026.
Abacus Wealth Partners left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up 0.03% of Abacus Wealth Partners's portfolio in Q2 2026, its #254 holding.
Abacus Wealth Partners first reported a position in Avantis US Equity ETF in Q2 2021 and has held it in 10 quarters since.
Abacus Wealth Partners's Avantis US Equity ETF position peaked at $2.65M in Q4 2021.
581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.