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Atwood & Palmer’s Avantis US Equity ETF AVUS Stock Holding History

Atwood & Palmer’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 		$23.4K Hold
183
– – ﹤0.01% 313
2026
Q1 		$20.3K Hold
183
– – ﹤0.01% 320
2025
Q4 		$20.5K Hold
183
– – ﹤0.01% 320
2025
Q3 		$19.9K Hold
183
– – ﹤0.01% 333
2025
Q2 		$18.5K Buy
+183
New +$17.1K ﹤0.01% 330

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atwood & Palmer's AVUS Position: Q2 2026 in Review

Atwood & Palmer held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 183 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Atwood & Palmer first reported a position in AVUS in Q2 2025 and has held it in 5 quarters since. 398 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Atwood & Palmer held 183 shares of Avantis US Equity ETF worth $23.4K as of Q2 2026.
  • Atwood & Palmer left its Avantis US Equity ETF share count unchanged in Q2 2026.
  • Avantis US Equity ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #313 holding.
  • Atwood & Palmer first reported a position in Avantis US Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 398 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.