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 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 $15.5B AUM 18.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ORL

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AAS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Abacus Wealth Partners's AVUS Position: Q1 2026 in Review

Abacus Wealth Partners held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 2,134 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #427.

Abacus Wealth Partners first reported a position in AVUS in Q2 2021 and has held it in 9 quarters since. The position peaked at $2.65M in Q4 2021. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Abacus Wealth Partners held 2,134 shares of Avantis US Equity ETF worth $237K as of Q1 2026.
Abacus Wealth Partners left its Avantis US Equity ETF share count unchanged in Q1 2026.
Avantis US Equity ETF made up 0.02% of Abacus Wealth Partners's portfolio in Q1 2026, its #427 holding.
Abacus Wealth Partners first reported a position in Avantis US Equity ETF in Q2 2021 and has held it in 9 quarters since.
Abacus Wealth Partners's Avantis US Equity ETF position peaked at $2.65M in Q4 2021.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Abacus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.