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Atria Investments’s Avantis US Equity ETF AVUS Stock Holding History

Atria Investments’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
2025
Q2 		– Sell
-2,292
Closed -$212K – 1988
2025
Q1 		$212K Buy
2,292
+17
+0.7% +$1.66K ﹤0.01% 1803
2024
Q4 		$221K Hold
2,275
– – ﹤0.01% 1740
2024
Q3 		$216K Buy
+2,275
New +$209K ﹤0.01% 1791

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Atria Investments's AVUS Position: Q2 2025 in Review

Atria Investments sold out of Avantis US Equity ETF (AVUS) in Q2 2025, closing a stake of 2,292 shares — an estimated $212K sold.

Atria Investments first reported a position in AVUS in Q3 2024 and held it in 3 quarters. The position peaked at $221K in Q4 2024. 473 funds tracked by Wall St. Rank hold AVUS as of Q2 2025.

  • Atria Investments reported no remaining Avantis US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 2,292 Avantis US Equity ETF shares in Q2 2025, an estimated $212K.
  • Atria Investments first reported a position in Avantis US Equity ETF in Q3 2024 and held it in 3 quarters.
  • Atria Investments's Avantis US Equity ETF position peaked at $221K in Q4 2024.
  • 473 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.