Atomi Financial Group’s Avantis US Equity ETF AVUS Stock Holding History

Atomi Financial Group’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	$903K	Buy	7,047 +114	+2%	+$14K	0.02%	519
2026 Q1	$771K	Hold	6,933	–	–	0.02%	533
2025 Q4	$775K	Sell	6,933 -336	-5%	-$37K	0.02%	501
2025 Q3	$790K	Sell	7,269 -396	-5%	-$41.6K	0.03%	464
2025 Q2	$773K	Buy	7,665 +1,665	+28%	+$156K	0.03%	422
2025 Q1	$554K	Hold	6,000	–	–	0.03%	491
2024 Q4	$582K	Hold	6,000	–	–	0.03%	427
2024 Q3	$571K	Hold	6,000	–	–	0.04%	405
2024 Q2	$541K	Hold	6,000	–	–	0.04%	369
2024 Q1	$537K	Buy	+6,000	New	+$507K	0.05%	328

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Atomi Financial Group's AVUS Position: Q2 2026 in Review

Atomi Financial Group increased its Avantis US Equity ETF (AVUS) stake by 1.6% in Q2 2026, buying an estimated $14K and bringing the position to 7,047 shares worth $903K. The position accounts for 0.02% of the portfolio, ranked #519.

Atomi Financial Group first reported a position in AVUS in Q1 2024 and has held it in 10 quarters since. 584 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Atomi Financial Group held 7,047 shares of Avantis US Equity ETF worth $903K as of Q2 2026.
Atomi Financial Group bought 114 Avantis US Equity ETF shares in Q2 2026, an estimated $14K.
Avantis US Equity ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #519 holding.
Atomi Financial Group first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 10 quarters since.
584 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.