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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
Q2 		$26.8M Buy
209,287
+29,640
+16% +$3.65M 3.32% 1
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 $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

ARQ Wealth Advisors's AVUS Position: Q2 2026 in Review

ARQ Wealth Advisors increased its Avantis US Equity ETF (AVUS) stake by 16% in Q2 2026, buying an estimated $3.65M and bringing the position to 209,287 shares worth $26.8M. The position accounts for 3.32% of the portfolio, ranked #1.

ARQ Wealth Advisors first reported a position in AVUS in Q1 2023 and has held it in 14 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • ARQ Wealth Advisors held 209,287 shares of Avantis US Equity ETF worth $26.8M as of Q2 2026.
  • ARQ Wealth Advisors bought 29,640 Avantis US Equity ETF shares in Q2 2026, an estimated $3.65M.
  • Avantis US Equity ETF made up 3.32% of ARQ Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • ARQ Wealth Advisors first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.