American Trust’s Avantis US Equity ETF AVUS Stock Holding History

American Trust’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	$403K	Buy	3,150 +7	+0.2%	+$862	0.03%	199
2026 Q1	$349K	Buy	+3,143	New	+$360K	0.03%	202
2023 Q3	–	Sell	-13,191	Closed	-$937K	–	292
2023 Q2	$937K	Hold	13,191	–	–	0.07%	139
2023 Q1	$937K	Buy	13,191 +17	+0.1%	+$1.2K	0.07%	135
2022 Q4	$896K	Buy	13,174 +211	+2%	+$14.4K	0.08%	136
2022 Q3	$808K	Buy	12,963 +2,019	+18%	+$139K	0.07%	139
2022 Q2	$712K	Buy	10,944 +1,360	+14%	+$96.5K	0.06%	164
2022 Q1	$739K	Buy	+9,584	New	+$730K	0.05%	182

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

American Trust's AVUS Position: Q2 2026 in Review

American Trust increased its Avantis US Equity ETF (AVUS) stake by 0.22% in Q2 2026, buying an estimated $862 and bringing the position to 3,150 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #199.

American Trust first reported a position in AVUS in Q1 2022 and has held it in 8 quarters since. The position peaked at $937K in Q2 2023. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

American Trust held 3,150 shares of Avantis US Equity ETF worth $403K as of Q2 2026.
American Trust bought 7 Avantis US Equity ETF shares in Q2 2026, an estimated $862.
Avantis US Equity ETF made up 0.03% of American Trust's portfolio in Q2 2026, its #199 holding.
American Trust first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 8 quarters since.
American Trust's Avantis US Equity ETF position peaked at $937K in Q2 2023.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.