AWA
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ARQ Wealth Advisors’s Avantis US Equity ETF AVUS Stock Holding History

ARQ Wealth Advisors’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 		$20M Buy
179,647
+18,176
+11% +$2.08M 3.6% 1
2025
Q4 		$18M Buy
161,471
+15,873
+11% +$1.75M 4.87% 1
2025
Q3 		$15.8M Buy
145,598
+17,268
+13% +$1.81M 4.68% 1
2025
Q2 		$11.9M Hold
128,330
– – 4.07% 1
2025
Q1 		$11.9M Sell
128,330
-701
-0.5% -$68.3K 4.4% 1
2024
Q4 		$12.5M Sell
129,031
-4,894
-4% -$481K 4.76% 1
2024
Q3 		$12.6M Buy
133,925
+1,302
+1% +$120K 4.75% 3
2024
Q2 		$12M Buy
132,623
+13,046
+11% +$1.15M 5.18% 3
2024
Q1 		$10.7M Buy
119,577
+16,216
+16% +$1.37M 4.65% 3
2023
Q4 		$8.43M Buy
103,361
+6,061
+6% +$459K 5.02% 5
2023
Q3 		$7.13M Sell
97,300
-9,298
-9% -$706K 5.34% 5
2023
Q2 		$8.02M Buy
106,598
+100,321
+1,598% +$7.18M 5.21% 6
2023
Q1 		$445K Buy
+6,277
New +$444K 0.33% 41

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

ARQ Wealth Advisors's AVUS Position: Q1 2026 in Review

ARQ Wealth Advisors increased its Avantis US Equity ETF (AVUS) stake by 11% in Q1 2026, buying an estimated $2.08M and bringing the position to 179,647 shares worth $20M. The position accounts for 3.6% of the portfolio, ranked #1.

ARQ Wealth Advisors first reported a position in AVUS in Q1 2023 and has held it in 13 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • ARQ Wealth Advisors held 179,647 shares of Avantis US Equity ETF worth $20M as of Q1 2026.
  • ARQ Wealth Advisors bought 18,176 Avantis US Equity ETF shares in Q1 2026, an estimated $2.08M.
  • Avantis US Equity ETF made up 3.6% of ARQ Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • ARQ Wealth Advisors first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.