AGH Wealth Advisors
AVUS icon

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
Q3 		$1.48M Sell
11,536
-788
-6% -$102K 0.86% 25
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

AGH Wealth Advisors's AVUS Position: Q3 2026 in Review

AGH Wealth Advisors reduced its Avantis US Equity ETF (AVUS) stake by 6.4% in Q3 2026, selling an estimated $102K and leaving 11,536 shares worth $1.48M. The position accounts for 0.86% of the portfolio, ranked #25.

AGH Wealth Advisors first reported a position in AVUS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q2 2026. 442 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • AGH Wealth Advisors held 11,536 shares of Avantis US Equity ETF worth $1.48M as of Q3 2026.
  • AGH Wealth Advisors sold 788 Avantis US Equity ETF shares in Q3 2026, an estimated $102K.
  • Avantis US Equity ETF made up 0.86% of AGH Wealth Advisors's portfolio in Q3 2026, its #25 holding.
  • AGH Wealth Advisors first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • AGH Wealth Advisors's Avantis US Equity ETF position peaked at $1.58M in Q2 2026.
  • 442 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.