Annex Advisory Services’s Avantis US Equity ETF AVUS Stock Holding History

Annex Advisory Services’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	$259M	Buy	2,025,359 +96,288	+5%	+$11.9M	4.43%	3
2026 Q1	$214M	Sell	1,929,071 -535,366	-22%	-$61.3M	4.02%	3
2025 Q4	$275M	Sell	2,464,437 -155,267	-6%	-$17.1M	5.26%	2
2025 Q3	$285M	Buy	2,619,704 +34,332	+1%	+$3.6M	6.06%	2
2025 Q2	$261M	Buy	2,585,372 +266,285	+11%	+$24.9M	6.28%	2
2025 Q1	$214M	Sell	2,319,087 -1,244,485	-35%	-$121M	6.07%	2
2024 Q4	$345M	Buy	3,563,572 +169,636	+5%	+$16.7M	10.41%	1
2024 Q3	$323M	Buy	3,393,936 +679,655	+25%	+$62.4M	10.33%	2
2024 Q2	$245M	Buy	2,714,281 +125,092	+5%	+$11.1M	8.62%	2
2024 Q1	$232M	Buy	2,589,189 +1,040,529	+67%	+$87.9M	8.23%	1
2023 Q4	$126M	Buy	+1,548,660	New	+$117M	5.27%	3

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Annex Advisory Services's AVUS Position: Q2 2026 in Review

Annex Advisory Services increased its Avantis US Equity ETF (AVUS) stake by 5% in Q2 2026, buying an estimated $11.9M and bringing the position to 2,025,359 shares worth $259M. The position accounts for 4.43% of the portfolio, ranked #3.

Annex Advisory Services first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $345M in Q4 2024. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Annex Advisory Services held 2,025,359 shares of Avantis US Equity ETF worth $259M as of Q2 2026.
Annex Advisory Services bought 96,288 Avantis US Equity ETF shares in Q2 2026, an estimated $11.9M.
Avantis US Equity ETF made up 4.43% of Annex Advisory Services's portfolio in Q2 2026, its #3 holding.
Annex Advisory Services first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
Annex Advisory Services's Avantis US Equity ETF position peaked at $345M in Q4 2024.
580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.