Accredited Investor Services’s Avantis US Equity ETF AVUS Stock Holding History

Accredited Investor Services’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	$57.4M	Buy	516,537 +24,282	+5%	+$2.78M	36.87%	1
2025 Q4	$55M	Buy	492,255 +6,688	+1%	+$737K	36.46%	1
2025 Q3	$52.8M	Buy	485,567 +11,710	+2%	+$1.23M	36.28%	1
2025 Q2	$47.8M	Buy	473,857 +12,472	+3%	+$1.17M	36.11%	1
2025 Q1	$42.6M	Buy	461,385 +12,905	+3%	+$1.26M	35.61%	1
2024 Q4	$43.5M	Buy	+448,480	New	+$44M	34.78%	1

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 $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

Accredited Investor Services's AVUS Position: Q1 2026 in Review

Accredited Investor Services increased its Avantis US Equity ETF (AVUS) stake by 4.9% in Q1 2026, buying an estimated $2.78M and bringing the position to 516,537 shares worth $57.4M. The position accounts for 36.87% of the portfolio, ranked #1.

Accredited Investor Services first reported a position in AVUS in Q4 2024 and has held it in 6 quarters since. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Accredited Investor Services held 516,537 shares of Avantis US Equity ETF worth $57.4M as of Q1 2026.
Accredited Investor Services bought 24,282 Avantis US Equity ETF shares in Q1 2026, an estimated $2.78M.
Avantis US Equity ETF made up 36.87% of Accredited Investor Services's portfolio in Q1 2026, its #1 holding.
Accredited Investor Services first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 6 quarters since.
554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Accredited Investor Services's 13F filing for Q1 2026, filed 21 Apr 2026.