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Action Point Financial Planning’s Avantis US Equity ETF AVUS Stock Holding History

Action Point Financial Planning’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 		$14.7M Buy
114,661
+36,933
+48% +$4.55M 1.49% 10
2026
Q1 		$8.64M Buy
+77,728
New +$8.9M 7.71% 3

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

Action Point Financial Planning's AVUS Position: Q2 2026 in Review

Action Point Financial Planning increased its Avantis US Equity ETF (AVUS) stake by 48% in Q2 2026, buying an estimated $4.55M and bringing the position to 114,661 shares worth $14.7M. The position accounts for 1.49% of the portfolio, ranked #10.

Action Point Financial Planning first reported a position in AVUS in Q1 2026 and has held it in 2 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Action Point Financial Planning held 114,661 shares of Avantis US Equity ETF worth $14.7M as of Q2 2026.
  • Action Point Financial Planning bought 36,933 Avantis US Equity ETF shares in Q2 2026, an estimated $4.55M.
  • Avantis US Equity ETF made up 1.49% of Action Point Financial Planning's portfolio in Q2 2026, its #10 holding.
  • Action Point Financial Planning first reported a position in Avantis US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.