ARQ Wealth Advisors
AVUS icon

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
Q3 		$26.9M Buy
210,302
+1,015
+0.5% +$131K 3.23% 1
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

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
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
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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

ARQ Wealth Advisors's AVUS Position: Q3 2026 in Review

ARQ Wealth Advisors increased its Avantis US Equity ETF (AVUS) stake by 0.48% in Q3 2026, buying an estimated $131K and bringing the position to 210,302 shares worth $26.9M. The position accounts for 3.23% of the portfolio, ranked #1.

ARQ Wealth Advisors first reported a position in AVUS in Q1 2023 and has held it in 15 quarters since. 288 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • ARQ Wealth Advisors held 210,302 shares of Avantis US Equity ETF worth $26.9M as of Q3 2026.
  • ARQ Wealth Advisors bought 1,015 Avantis US Equity ETF shares in Q3 2026, an estimated $131K.
  • Avantis US Equity ETF made up 3.23% of ARQ Wealth Advisors's portfolio in Q3 2026, its #1 holding.
  • ARQ Wealth Advisors first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 15 quarters since.
  • 288 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

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