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AssuredPartners Investment Advisors’s Avantis US Equity ETF AVUS Stock Holding History

AssuredPartners Investment 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 		$639K Buy
5,677
+3,169
+126% +$363K 0.07% 222
2025
Q4 		$280K Sell
2,508
-218
-8% -$24K 0.04% 284
2025
Q3 		$296K Buy
2,726
+7
+0.3% +$735 0.07% 207
2025
Q2 		$274K Sell
2,719
-688
-20% -$64.4K 0.07% 199
2025
Q1 		$315K Sell
3,407
-200
-6% -$19.5K 0.06% 266
2024
Q4 		$350K Buy
+3,607
New +$354K 0.07% 257

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

AssuredPartners Investment Advisors's AVUS Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Avantis US Equity ETF (AVUS) stake by 126% in Q1 2026, buying an estimated $363K and bringing the position to 5,677 shares worth $639K. The position accounts for 0.07% of the portfolio, ranked #222.

AssuredPartners Investment Advisors first reported a position in AVUS in Q4 2024 and has held it in 6 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • AssuredPartners Investment Advisors held 5,677 shares of Avantis US Equity ETF worth $639K as of Q1 2026.
  • AssuredPartners Investment Advisors bought 3,169 Avantis US Equity ETF shares in Q1 2026, an estimated $363K.
  • Avantis US Equity ETF made up 0.07% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #222 holding.
  • AssuredPartners Investment Advisors first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.