AAS
AVUS icon

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

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 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. 113 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.
  • 113 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.