AWM
AVUS icon

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

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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. 152 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.
  • 152 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.