AlphaCore Capital’s Avantis US Equity ETF AVUS Stock Holding History

AlphaCore Capital’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	$6.88M	Buy	53,732 +88	+0.2%	+$10.8K	0.13%	142
2026 Q1	$5.96M	Sell	53,644 -206	-0.4%	-$23.6K	0.14%	128
2025 Q4	$6.02M	Sell	53,850 -9,808	-15%	-$1.08M	0.13%	141
2025 Q3	$6.92M	Sell	63,658 -1,703	-3%	-$179K	0.23%	87
2025 Q2	$6.59M	Buy	65,361 +65,349	+544,575%	+$6.12M	0.25%	82
2025 Q1	$1.11K	Buy	+12	New	+$1.17K	﹤0.01%	753

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

AlphaCore Capital's AVUS Position: Q2 2026 in Review

AlphaCore Capital increased its Avantis US Equity ETF (AVUS) stake by 0.16% in Q2 2026, buying an estimated $10.8K and bringing the position to 53,732 shares worth $6.88M. The position accounts for 0.13% of the portfolio, ranked #142.

AlphaCore Capital first reported a position in AVUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.92M in Q3 2025. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

AlphaCore Capital held 53,732 shares of Avantis US Equity ETF worth $6.88M as of Q2 2026.
AlphaCore Capital bought 88 Avantis US Equity ETF shares in Q2 2026, an estimated $10.8K.
Avantis US Equity ETF made up 0.13% of AlphaCore Capital's portfolio in Q2 2026, its #142 holding.
AlphaCore Capital first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 6 quarters since.
AlphaCore Capital's Avantis US Equity ETF position peaked at $6.92M in Q3 2025.
580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.