Apella Capital
AVUS icon

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
Q3 		$23M Buy
176,975
+14,759
+9% +$1.91M 0.29% 74
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
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Accredited Investor Services
Accredited Investor Services St. Cloud, Minnesota $179M AUM 16.38% 1-Year Est. Return

Apella Capital's AVUS Position: Q3 2026 in Review

Apella Capital increased its Avantis US Equity ETF (AVUS) stake by 9.1% in Q3 2026, buying an estimated $1.91M and bringing the position to 176,975 shares worth $23M. The position accounts for 0.29% of the portfolio, ranked #74.

Apella Capital first reported a position in AVUS in Q2 2021 and has held it in 21 quarters since. 172 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Apella Capital held 176,975 shares of Avantis US Equity ETF worth $23M as of Q3 2026.
  • Apella Capital bought 14,759 Avantis US Equity ETF shares in Q3 2026, an estimated $1.91M.
  • Avantis US Equity ETF made up 0.29% of Apella Capital's portfolio in Q3 2026, its #74 holding.
  • Apella Capital first reported a position in Avantis US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • 172 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.