Atala Financial’s Avantis US Equity ETF AVUS Stock Holding History

Atala Financial’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	$1.75M	Hold	13,650	–	–	1.01%	30
2026 Q2	$1.75M	Hold	13,650	–	–	1.06%	28
2026 Q1	$1.53M	Hold	13,650	–	–	1.03%	32
2025 Q4	$1.53M	Hold	13,650	–	–	0.97%	32
2025 Q3	$1.48M	Hold	13,650	–	–	0.93%	35
2025 Q2	$1.38M	Hold	13,650	–	–	0.95%	35
2025 Q1	$1.26M	Sell	13,650 -600	-4%	-$58.5K	0.92%	34
2024 Q4	$1.38M	Buy	+14,250	New	+$1.4M	0.97%	32

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

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

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

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

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Atala Financial's AVUS Position: Q3 2026 in Review

Atala Financial held its Avantis US Equity ETF (AVUS) position steady in Q3 2026 at 13,650 shares worth $1.75M. The position accounts for 1.01% of the portfolio, ranked #30.

Atala Financial first reported a position in AVUS in Q4 2024 and has held it in 8 quarters since. 194 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Atala Financial held 13,650 shares of Avantis US Equity ETF worth $1.75M as of Q3 2026.
Atala Financial left its Avantis US Equity ETF share count unchanged in Q3 2026.
Avantis US Equity ETF made up 1.01% of Atala Financial's portfolio in Q3 2026, its #30 holding.
Atala Financial first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 8 quarters since.
194 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.