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 Q3	$277M	Buy	2,166,227 +140,868	+7%	+$18.2M	4.54%	3
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

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

HKIMG

Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return

Annex Advisory Services's AVUS Position: Q3 2026 in Review

Annex Advisory Services increased its Avantis US Equity ETF (AVUS) stake by 7% in Q3 2026, buying an estimated $18.2M and bringing the position to 2,166,227 shares worth $277M. The position accounts for 4.54% of the portfolio, ranked #3.

Annex Advisory Services first reported a position in AVUS in Q4 2023 and has held it in 12 quarters since. The position peaked at $345M in Q4 2024. 118 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Annex Advisory Services held 2,166,227 shares of Avantis US Equity ETF worth $277M as of Q3 2026.
Annex Advisory Services bought 140,868 Avantis US Equity ETF shares in Q3 2026, an estimated $18.2M.
Avantis US Equity ETF made up 4.54% of Annex Advisory Services's portfolio in Q3 2026, its #3 holding.
Annex Advisory Services first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 12 quarters since.
Annex Advisory Services's Avantis US Equity ETF position peaked at $345M in Q4 2024.
118 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.