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

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

Apella Capital's AVUS Position: Q2 2026 in Review

Apella Capital reduced its Avantis US Equity ETF (AVUS) stake by 6.1% in Q2 2026, selling an estimated $1.29M and leaving 162,216 shares worth $20.6M. The position accounts for 0.29% of the portfolio, ranked #71.

Apella Capital first reported a position in AVUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $20.8M in Q1 2026. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Apella Capital held 162,216 shares of Avantis US Equity ETF worth $20.6M as of Q2 2026.
Apella Capital sold 10,481 Avantis US Equity ETF shares in Q2 2026, an estimated $1.29M.
Avantis US Equity ETF made up 0.29% of Apella Capital's portfolio in Q2 2026, its #71 holding.
Apella Capital first reported a position in Avantis US Equity ETF in Q2 2021 and has held it in 20 quarters since.
Apella Capital's Avantis US Equity ETF position peaked at $20.8M in Q1 2026.
581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.