AGH Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

AGH Wealth Advisors’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	$1.58M	Buy	12,324 +570	+5%	+$70.2K	1%	22
2026 Q1	$1.31M	Buy	11,754 +452	+4%	+$51.8K	0.96%	22
2025 Q4	$1.26M	Sell	11,302 -208	-2%	-$22.9K	0.95%	20
2025 Q3	$1.25M	Sell	11,510 -887	-7%	-$93.1K	0.92%	22
2025 Q2	$1.25M	Buy	12,397 +342	+3%	+$32K	1.03%	20
2025 Q1	$1.11M	Buy	12,055 +139	+1%	+$13.5K	1.07%	21
2024 Q4	$1.16M	Buy	+11,916	New	+$1.17M	1.07%	21

Other funds holding AVUS

ORL

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

AAS

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

QFA

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

AGH Wealth Advisors's AVUS Position: Q2 2026 in Review

AGH Wealth Advisors increased its Avantis US Equity ETF (AVUS) stake by 4.8% in Q2 2026, buying an estimated $70.2K and bringing the position to 12,324 shares worth $1.58M. The position accounts for 1% of the portfolio, ranked #22.

AGH Wealth Advisors first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

AGH Wealth Advisors held 12,324 shares of Avantis US Equity ETF worth $1.58M as of Q2 2026.
AGH Wealth Advisors bought 570 Avantis US Equity ETF shares in Q2 2026, an estimated $70.2K.
Avantis US Equity ETF made up 1% of AGH Wealth Advisors's portfolio in Q2 2026, its #22 holding.
AGH Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
208 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.