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

Angeles 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	$612K	Hold	5,505	–	–	0.03%	199
2025 Q4	$615K	Sell	5,505 -270	-5%	-$29.7K	0.03%	179
2025 Q3	$628K	Sell	5,775 -1,496	-21%	-$157K	0.04%	161
2025 Q2	$733K	Hold	7,271	–	–	0.05%	135
2025 Q1	$672K	Sell	7,271 -4,317	-37%	-$421K	0.06%	116
2024 Q4	$1.12M	Sell	11,588 -202	-2%	-$19.8K	0.09%	80
2024 Q3	$1.12M	Sell	11,790 -3,186	-21%	-$293K	0.1%	73
2024 Q2	$1.35M	Sell	14,976 -4,774	-24%	-$422K	0.13%	61
2024 Q1	$1.77M	Buy	19,750 +4,322	+28%	+$365K	0.18%	49
2023 Q4	$1.26M	Buy	+15,428	New	+$1.17M	0.15%	57

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

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

Angeles Wealth Management held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 5,505 shares worth $612K. The position accounts for 0.03% of the portfolio, ranked #199.

Angeles Wealth Management first reported a position in AVUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.77M in Q1 2024. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Angeles Wealth Management held 5,505 shares of Avantis US Equity ETF worth $612K as of Q1 2026.
Angeles Wealth Management left its Avantis US Equity ETF share count unchanged in Q1 2026.
Avantis US Equity ETF made up 0.03% of Angeles Wealth Management's portfolio in Q1 2026, its #199 holding.
Angeles Wealth Management first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 10 quarters since.
Angeles Wealth Management's Avantis US Equity ETF position peaked at $1.77M in Q1 2024.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.