AWM
AVUS icon

Aprio Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Aprio Wealth Management’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
Q1 		$980K Buy
8,812
+167
+2% +$19.1K 0.05% 214
2025
Q4 		$966K Buy
8,645
+12
+0.1% +$1.32K 0.06% 203
2025
Q3 		$938K Buy
8,633
+19
+0.2% +$1.99K 0.09% 130
2025
Q2 		$868K Buy
8,614
+23
+0.3% +$2.15K 0.1% 121
2025
Q1 		$794K Buy
8,591
+46
+0.5% +$4.48K 0.1% 127
2024
Q4 		$828K Buy
8,545
+25
+0.3% +$2.46K 0.12% 98
2024
Q3 		$811K Hold
8,520
– – 0.13% 92
2024
Q2 		$768K Sell
8,520
-113
-1% -$9.98K 0.14% 87
2024
Q1 		$773K Sell
8,633
-617
-7% -$52.1K 0.15% 82
2023
Q4 		$754K Buy
9,250
+260
+3% +$19.7K 0.17% 72
2023
Q3 		$659K Hold
8,990
– – 0.18% 70
2023
Q2 		$676K Buy
8,990
+200
+2% +$14.3K 0.19% 60
2023
Q1 		$623K Hold
8,790
– – 0.19% 54
2022
Q4 		$598K Hold
8,790
– – 0.21% 56
2022
Q3 		$548K Buy
+8,790
New +$604K 0.22% 54

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Aprio Wealth Management's AVUS Position: Q1 2026 in Review

Aprio Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 1.9% in Q1 2026, buying an estimated $19.1K and bringing the position to 8,812 shares worth $980K. The position accounts for 0.05% of the portfolio, ranked #214.

Aprio Wealth Management first reported a position in AVUS in Q3 2022 and has held it in 15 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Aprio Wealth Management held 8,812 shares of Avantis US Equity ETF worth $980K as of Q1 2026.
  • Aprio Wealth Management bought 167 Avantis US Equity ETF shares in Q1 2026, an estimated $19.1K.
  • Avantis US Equity ETF made up 0.05% of Aprio Wealth Management's portfolio in Q1 2026, its #214 holding.
  • Aprio Wealth Management first reported a position in Avantis US Equity ETF in Q3 2022 and has held it in 15 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.