Avant Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Avant Financial Advisors’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	$1.89M	Buy	14,744 +1,217	+9%	+$150K	1.18%	25
2026 Q1	$1.5M	Buy	13,527 +106	+0.8%	+$12.1K	1.06%	25
2025 Q4	$1.5M	Buy	13,421 +631	+5%	+$69.5K	1.08%	26
2025 Q3	$1.39M	Buy	12,790 +515	+4%	+$54K	1.05%	27
2025 Q2	$1.24M	Buy	12,275 +1,248	+11%	+$117K	1.02%	27
2025 Q1	$1.02M	Buy	11,027 +390	+4%	+$38K	0.92%	29
2024 Q4	$1.03M	Buy	+10,637	New	+$1.04M	0.95%	29

Other funds holding AVUS

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Avant Financial Advisors's AVUS Position: Q2 2026 in Review

Avant Financial Advisors increased its Avantis US Equity ETF (AVUS) stake by 9% in Q2 2026, buying an estimated $150K and bringing the position to 14,744 shares worth $1.89M. The position accounts for 1.18% of the portfolio, ranked #25.

Avant Financial Advisors first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 202 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Avant Financial Advisors held 14,744 shares of Avantis US Equity ETF worth $1.89M as of Q2 2026.
Avant Financial Advisors bought 1,217 Avantis US Equity ETF shares in Q2 2026, an estimated $150K.
Avantis US Equity ETF made up 1.18% of Avant Financial Advisors's portfolio in Q2 2026, its #25 holding.
Avant Financial Advisors first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
202 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.