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 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 $15.5B AUM 18.35% 1-Year Est. Return

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 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Atomi Financial Group's AVUS Position: Q1 2026 in Review

Atomi Financial Group held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 6,933 shares worth $771K. The position accounts for 0.02% of the portfolio, ranked #533.

Atomi Financial Group first reported a position in AVUS in Q1 2024 and has held it in 9 quarters since. The position peaked at $790K in Q3 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Atomi Financial Group held 6,933 shares of Avantis US Equity ETF worth $771K as of Q1 2026.
Atomi Financial Group left its Avantis US Equity ETF share count unchanged in Q1 2026.
Avantis US Equity ETF made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #533 holding.
Atomi Financial Group first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 9 quarters since.
Atomi Financial Group's Avantis US Equity ETF position peaked at $790K in Q3 2025.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.