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 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

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Atala Financial's AVUS Position: Q2 2026 in Review

Atala Financial held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 13,650 shares worth $1.75M. The position accounts for 1.06% of the portfolio, ranked #28.

Atala Financial first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Atala Financial held 13,650 shares of Avantis US Equity ETF worth $1.75M as of Q2 2026.
Atala Financial left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up 1.06% of Atala Financial's portfolio in Q2 2026, its #28 holding.
Atala Financial first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
208 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.