Arista Wealth Management
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
Q3 		$850K Sell
6,632
-76
-1% -$9.8K 0.09% 113
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
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

Arista Wealth Management's AVUS Position: Q3 2026 in Review

Arista Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 1.1% in Q3 2026, selling an estimated $9.8K and leaving 6,632 shares worth $850K. The position accounts for 0.09% of the portfolio, ranked #113.

Arista Wealth Management first reported a position in AVUS in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.15M in Q2 2025. 390 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Arista Wealth Management held 6,632 shares of Avantis US Equity ETF worth $850K as of Q3 2026.
  • Arista Wealth Management sold 76 Avantis US Equity ETF shares in Q3 2026, an estimated $9.8K.
  • Avantis US Equity ETF made up 0.09% of Arista Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Arista Wealth Management first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 11 quarters since.
  • Arista Wealth Management's Avantis US Equity ETF position peaked at $1.15M in Q2 2025.
  • 390 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Arista Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.