Advisornet Financial’s Avantis US Equity ETF AVUS Stock Holding History

Advisornet Financial’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
2025 Q3	–	Sell	-25	Closed	-$2.53K	–	2242
2025 Q2	$2.53K	Buy	+25	New	+$2.34K	﹤0.01%	1797
2024 Q1	–	Sell	-193,867	Closed	-$15.8M	–	2084
2023 Q4	$15.8M	Buy	193,867 +2,336	+1%	+$177K	1.46%	9
2023 Q3	$14M	Buy	191,531 +2,883	+2%	+$219K	1.27%	13
2023 Q2	$14.2M	Buy	188,648 +7,869	+4%	+$563K	1.21%	16
2023 Q1	$12.8M	Buy	180,779 +4,164	+2%	+$295K	1.17%	15
2022 Q4	$12M	Sell	176,615 -41	-0%	-$2.8K	1.18%	14
2022 Q3	$11M	Buy	176,656 +4,854	+3%	+$333K	1.1%	14
2022 Q2	$11.2M	Buy	171,802 +7,350	+4%	+$522K	1.1%	12
2022 Q1	$12.7M	Buy	164,452 +21,508	+15%	+$1.64M	0.8%	24
2021 Q4	$11.5M	Buy	142,944 +64,578	+82%	+$5.06M	0.71%	25
2021 Q3	$5.78M	Buy	78,366 +59,232	+310%	+$4.46M	0.4%	57
2021 Q2	$1.42M	Buy	19,134 +8,511	+80%	+$619K	0.09%	198
2021 Q1	$737K	Buy	10,623 +7,728	+267%	+$517K	0.05%	292
2020 Q4	$182K	Buy	+2,895	New	+$170K	0.01%	526

Other funds holding AVUS

HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return

American Century Companies

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

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth

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

HighTower Advisors

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

Envestnet Asset Management

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

Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return