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Atlas Wealth’s Avantis US Equity ETF AVUS Stock Holding History

Atlas Wealth’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 		$11M Buy
86,195
+3,841
+5% +$473K 1.57% 19
2026
Q1 		$9.16M Buy
82,354
+724
+0.9% +$82.9K 2.74% 10
2025
Q4 		$9.12M Buy
81,630
+4,939
+6% +$544K 2.77% 10
2025
Q3 		$8.34M Buy
76,691
+35,718
+87% +$3.75M 2.69% 12
2025
Q2 		$4.15M Buy
40,973
+27,066
+195% +$2.53M 1.51% 21
2025
Q1 		$1.28M Hold
13,907
– – 0.5% 38
2024
Q4 		$1.35M Sell
13,907
-88
-0.6% -$8.64K 0.51% 37
2024
Q3 		$1.33M Sell
13,995
-13,995
-50% -$1.29M 0.57% 27
2024
Q2 		$2.54M Buy
27,990
+13,985
+100% +$1.24M 0.3% 67
2024
Q1 		$1.25M Sell
14,005
-1,408
-9% -$119K 0.61% 28
2023
Q4 		$1.13M Hold
15,413
– – 0.62% 26
2023
Q3 		$1.13M Sell
15,413
-1,188
-7% -$90.2K 0.21% 69
2023
Q2 		$1.28M Buy
16,601
+1,148
+7% +$82.1K 0.24% 67
2023
Q1 		$1.1M Sell
15,453
-196
-1% -$13.9K 0.22% 74
2022
Q4 		$1.06M Buy
+15,649
New +$1.07M 0.29% 58

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

Atlas Wealth's AVUS Position: Q2 2026 in Review

Atlas Wealth increased its Avantis US Equity ETF (AVUS) stake by 4.7% in Q2 2026, buying an estimated $473K and bringing the position to 86,195 shares worth $11M. The position accounts for 1.57% of the portfolio, ranked #19.

Atlas Wealth first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Atlas Wealth held 86,195 shares of Avantis US Equity ETF worth $11M as of Q2 2026.
  • Atlas Wealth bought 3,841 Avantis US Equity ETF shares in Q2 2026, an estimated $473K.
  • Avantis US Equity ETF made up 1.57% of Atlas Wealth's portfolio in Q2 2026, its #19 holding.
  • Atlas Wealth first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.