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

Arista 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 Q2	$859K	Sell	6,708 -45	-0.7%	-$5.54K	0.09%	118
2026 Q1	$751K	Sell	6,753 -240	-3%	-$27.5K	0.09%	124
2025 Q4	$782K	Hold	6,993	–	–	0.1%	109
2025 Q3	$760K	Sell	6,993 -4,368	-38%	-$458K	0.09%	114
2025 Q2	$1.15M	Buy	11,361 +7,765	+216%	+$727K	0.16%	88
2025 Q1	$332K	Buy	3,596 +1,326	+58%	+$129K	0.08%	50
2024 Q4	$220K	Hold	2,270	–	–	0.05%	65
2024 Q3	$216K	Hold	2,270	–	–	0.05%	64
2024 Q2	$205K	Hold	2,270	–	–	0.05%	62
2024 Q1	$203K	Buy	+2,270	New	+$192K	0.16%	34

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

Arista Wealth Management's AVUS Position: Q2 2026 in Review

Arista Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 0.67% in Q2 2026, selling an estimated $5.54K and leaving 6,708 shares worth $859K. The position accounts for 0.09% of the portfolio, ranked #118.

Arista Wealth Management first reported a position in AVUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.15M in Q2 2025. 584 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Arista Wealth Management held 6,708 shares of Avantis US Equity ETF worth $859K as of Q2 2026.
Arista Wealth Management sold 45 Avantis US Equity ETF shares in Q2 2026, an estimated $5.54K.
Avantis US Equity ETF made up 0.09% of Arista Wealth Management's portfolio in Q2 2026, its #118 holding.
Arista Wealth Management first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 10 quarters since.
Arista Wealth Management's Avantis US Equity ETF position peaked at $1.15M in Q2 2025.
584 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.