Approach Retirement Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Approach Retirement Advisors’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	$7.68M	Buy	59,933 +2,487	+4%	+$306K	5.57%	4
2026 Q1	$6.39M	Buy	57,446 +1,129	+2%	+$129K	5.31%	5
2025 Q4	$6.3M	Buy	+56,317	New	+$6.2M	5.42%	5

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Approach Retirement Advisors's AVUS Position: Q2 2026 in Review

Approach Retirement Advisors increased its Avantis US Equity ETF (AVUS) stake by 4.3% in Q2 2026, buying an estimated $306K and bringing the position to 59,933 shares worth $7.68M. The position accounts for 5.57% of the portfolio, ranked #4.

Approach Retirement Advisors first reported a position in AVUS in Q4 2025 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Approach Retirement Advisors held 59,933 shares of Avantis US Equity ETF worth $7.68M as of Q2 2026.
Approach Retirement Advisors bought 2,487 Avantis US Equity ETF shares in Q2 2026, an estimated $306K.
Avantis US Equity ETF made up 5.57% of Approach Retirement Advisors's portfolio in Q2 2026, its #4 holding.
Approach Retirement Advisors first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 3 quarters since.
353 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.