AE Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

AE Wealth Management’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	$399K	Sell	3,592 -5,753	-62%	-$659K	﹤0.01%	1220
2025 Q4	$1.04M	Buy	9,345 +5,763	+161%	+$635K	0.01%	789
2025 Q3	$389K	Buy	3,582 +937	+35%	+$98.3K	﹤0.01%	1073
2025 Q2	$267K	Buy	2,645 +1,002	+61%	+$93.8K	﹤0.01%	1161
2025 Q1	$152K	Buy	1,643 +146	+10%	+$14.2K	﹤0.01%	1342
2024 Q4	$145K	Buy	+1,497	New	+$147K	﹤0.01%	1346

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

AE Wealth Management's AVUS Position: Q1 2026 in Review

AE Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 62% in Q1 2026, selling an estimated $659K and leaving 3,592 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

AE Wealth Management first reported a position in AVUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

AE Wealth Management held 3,592 shares of Avantis US Equity ETF worth $399K as of Q1 2026.
AE Wealth Management sold 5,753 Avantis US Equity ETF shares in Q1 2026, an estimated $659K.
Avantis US Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1220 holding.
AE Wealth Management first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 6 quarters since.
AE Wealth Management's Avantis US Equity ETF position peaked at $1.04M in Q4 2025.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.