Aspen Private Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Aspen Private 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	$35.4M	Buy	+276,168	New	+$34M	35.48%	1

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Aspen Private Advisors's AVUS Position: Q2 2026 in Review

Aspen Private Advisors opened a new position in Avantis US Equity ETF (AVUS) in Q2 2026: 276,168 shares worth $35.4M. The stake represents 35.48% of the portfolio and ranks #1 among its holdings.

561 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Aspen Private Advisors held 276,168 shares of Avantis US Equity ETF worth $35.4M as of Q2 2026.
Avantis US Equity ETF was a new Aspen Private Advisors position in Q2 2026.
Avantis US Equity ETF made up 35.48% of Aspen Private Advisors's portfolio in Q2 2026, its #1 holding.
561 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Aspen Private Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.