Ares Financial Consulting
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Ares Financial Consulting’s Avantis US Equity ETF AVUS Stock Holding History

Ares Financial Consulting’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 		$3.71M Sell
28,974
-2,374
-8% -$307K 2.57% 7
2026
Q2 		$4.02M Sell
31,348
-2,899
-8% -$357K 2.88% 7
2026
Q1 		$3.83M Buy
34,247
+123
+0.4% +$14.1K 3.01% 7
2025
Q4 		$3.81M Buy
+34,124
New +$3.76M 3.63% 7

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MASECO Private Wealth
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Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Ares Financial Consulting's AVUS Position: Q3 2026 in Review

Ares Financial Consulting reduced its Avantis US Equity ETF (AVUS) stake by 7.6% in Q3 2026, selling an estimated $307K and leaving 28,974 shares worth $3.71M. The position accounts for 2.57% of the portfolio, ranked #7.

Ares Financial Consulting first reported a position in AVUS in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.02M in Q2 2026. 363 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Ares Financial Consulting held 28,974 shares of Avantis US Equity ETF worth $3.71M as of Q3 2026.
  • Ares Financial Consulting sold 2,374 Avantis US Equity ETF shares in Q3 2026, an estimated $307K.
  • Avantis US Equity ETF made up 2.57% of Ares Financial Consulting's portfolio in Q3 2026, its #7 holding.
  • Ares Financial Consulting first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Avantis US Equity ETF position peaked at $4.02M in Q2 2026.
  • 363 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.