Abel Hall LLC’s Avantis US Equity ETF AVUS Stock Holding History

Abel Hall LLC’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 Q3	$2.15M	Sell	16,753 -652	-4%	-$84.2K	0.39%	32
2026 Q2	$2.23M	Buy	17,405 +4,229	+32%	+$521K	0.39%	35
2026 Q1	$1.46M	Buy	13,176 +13	+0.1%	+$1.49K	0.31%	41
2025 Q4	$1.47M	Sell	13,163 -24	-0.2%	-$2.64K	0.34%	38
2025 Q3	$1.43M	Sell	13,187 -271	-2%	-$28.4K	0.58%	27
2025 Q2	$1.36M	Buy	13,458 +11,174	+489%	+$1.05M	0.63%	26
2025 Q1	$211K	Buy	+2,284	New	+$223K	0.13%	158

Other funds holding AVUS

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Abel Hall LLC's AVUS Position: Q3 2026 in Review

Abel Hall LLC reduced its Avantis US Equity ETF (AVUS) stake by 3.7% in Q3 2026, selling an estimated $84.2K and leaving 16,753 shares worth $2.15M. The position accounts for 0.39% of the portfolio, ranked #32.

Abel Hall LLC first reported a position in AVUS in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.23M in Q2 2026. 228 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Abel Hall LLC held 16,753 shares of Avantis US Equity ETF worth $2.15M as of Q3 2026.
Abel Hall LLC sold 652 Avantis US Equity ETF shares in Q3 2026, an estimated $84.2K.
Avantis US Equity ETF made up 0.39% of Abel Hall LLC's portfolio in Q3 2026, its #32 holding.
Abel Hall LLC first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 7 quarters since.
Abel Hall LLC's Avantis US Equity ETF position peaked at $2.23M in Q2 2026.
228 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.