Apella Capital’s Avantis US Equity ETF AVUS Stock Holding History

Apella Capital’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	$20.6M	Sell	162,216 -10,481	-6%	-$1.29M	0.29%	71
2026 Q1	$20.8M	Sell	172,697 -705	-0.4%	-$80.7K	0.31%	69
2025 Q4	$19.4M	Buy	173,402 +2,917	+2%	+$321K	0.38%	62
2025 Q3	$18.3M	Sell	170,485 -418	-0.2%	-$43.9K	0.41%	58
2025 Q2	$17.4M	Sell	170,903 -18,138	-10%	-$1.7M	0.47%	48
2025 Q1	$16.8M	Sell	189,041 -1,520	-0.8%	-$148K	0.58%	39
2024 Q4	$18.5M	Buy	190,561 +1,161	+0.6%	+$114K	0.71%	31
2024 Q3	$17.9M	Sell	189,400 -19,556	-9%	-$1.8M	0.74%	32
2024 Q2	$19M	Buy	208,956 +381	+0.2%	+$33.7K	0.85%	30
2024 Q1	$18.5M	Sell	208,575 -21,641	-9%	-$1.83M	0.93%	28
2023 Q4	$18.4M	Buy	230,216 +196,967	+592%	+$14.9M	1.03%	26
2023 Q3	$2.44M	Buy	33,249 +1,084	+3%	+$82.3K	0.17%	76
2023 Q2	$2.42M	Buy	+32,165	New	+$2.3M	0.17%	76
2022 Q4	$2.36M	Sell	34,699 -6,295	-15%	-$430K	0.22%	65
2022 Q3	$2.56M	Buy	40,994 +296	+0.7%	+$20.3K	0.3%	60
2022 Q2	$2.65M	Sell	40,698 -3,516	-8%	-$249K	0.32%	56
2022 Q1	$3.41M	Buy	44,214 +1,818	+4%	+$138K	0.48%	43
2021 Q4	$3.4M	Sell	42,396 -2,344	-5%	-$184K	0.43%	43
2021 Q3	$3.3M	Buy	44,740 +3,600	+9%	+$271K	0.47%	48
2021 Q2	$3.05M	Buy	+41,140	New	+$2.99M	0.5%	45

Other funds holding AVUS

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Torren Management San Diego, California $197M AUM