AssetMark Inc’s Avantis US Equity ETF AVUS Stock Holding History

AssetMark Inc’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	$75.7K	Buy	591 +12	+2%	+$1.55K	﹤0.01%	1736
2026 Q2	$74.2K	Sell	579 -211	-27%	-$26K	﹤0.01%	1714
2026 Q1	$87.8K	Buy	790 +211	+36%	+$24.2K	﹤0.01%	1586
2025 Q4	$64.7K	Hold	579	–	–	﹤0.01%	1626
2025 Q3	$62.9K	Buy	579 +311	+116%	+$32.6K	﹤0.01%	1556
2025 Q2	$27K	Hold	268	–	–	﹤0.01%	1725
2025 Q1	$24.8K	Buy	+268	New	+$26.1K	﹤0.01%	1650

Other funds holding AVUS

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

AssetMark Inc's AVUS Position: Q3 2026 in Review

AssetMark Inc increased its Avantis US Equity ETF (AVUS) stake by 2.1% in Q3 2026, buying an estimated $1.55K and bringing the position to 591 shares worth $75.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

AssetMark Inc first reported a position in AVUS in Q1 2025 and has held it in 7 quarters since. The position peaked at $87.8K in Q1 2026. 390 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

AssetMark Inc held 591 shares of Avantis US Equity ETF worth $75.7K as of Q3 2026.
AssetMark Inc bought 12 Avantis US Equity ETF shares in Q3 2026, an estimated $1.55K.
Avantis US Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1736 holding.
AssetMark Inc first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 7 quarters since.
AssetMark Inc's Avantis US Equity ETF position peaked at $87.8K in Q1 2026.
390 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.