AAS
AVUS icon

Avantax Advisory Services’s Avantis US Equity ETF AVUS Stock Holding History

Avantax Advisory Services’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 		$7.72M Sell
76,574
-15,308
-17% -$1.43M 0.04% 327
2025
Q1 		$8.49M Buy
91,882
+560
+0.6% +$54.6K 0.05% 285
2024
Q4 		$8.85M Buy
91,322
+14,301
+19% +$1.4M 0.06% 259
2024
Q3 		$7.33M Buy
77,021
+64
+0.1% +$5.88K 0.05% 301
2024
Q2 		$6.94M Buy
76,957
+5,234
+7% +$462K 0.05% 288
2024
Q1 		$6.42M Sell
71,723
-6,518
-8% -$550K 0.06% 252
2023
Q4 		$6.38M Buy
78,241
+32,901
+73% +$2.49M 0.06% 233
2023
Q3 		$3.32M Buy
45,340
+19,654
+77% +$1.49M 0.04% 336
2023
Q2 		$1.93M Buy
25,686
+20,619
+407% +$1.48M 0.02% 464
2023
Q1 		$359K Buy
5,067
+1,741
+52% +$123K ﹤0.01% 1053
2022
Q4 		$226K Sell
3,326
-300
-8% -$20.5K ﹤0.01% 1254
2022
Q3 		$226K Buy
+3,626
New +$249K ﹤0.01% 1145
2022
Q2 		– Sell
-12,564
Closed -$968K – 1307
2022
Q1 		$968K Sell
12,564
-998
-7% -$76K 0.01% 547
2021
Q4 		$1.09M Buy
13,562
+5,359
+65% +$420K 0.02% 516
2021
Q3 		$605K Buy
+8,203
New +$617K 0.01% 649

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

Avantax Advisory Services's AVUS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Avantis US Equity ETF (AVUS) stake by 17% in Q2 2025, selling an estimated $1.43M and leaving 76,574 shares worth $7.72M. The position accounts for 0.04% of the portfolio, ranked #327.

Avantax Advisory Services first reported a position in AVUS in Q3 2021 and has held it in 15 quarters since. The position peaked at $8.85M in Q4 2024. 474 funds tracked by Wall St. Rank hold AVUS as of Q2 2025.

  • Avantax Advisory Services held 76,574 shares of Avantis US Equity ETF worth $7.72M as of Q2 2025.
  • Avantax Advisory Services sold 15,308 Avantis US Equity ETF shares in Q2 2025, an estimated $1.43M.
  • Avantis US Equity ETF made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #327 holding.
  • Avantax Advisory Services first reported a position in Avantis US Equity ETF in Q3 2021 and has held it in 15 quarters since.
  • Avantax Advisory Services's Avantis US Equity ETF position peaked at $8.85M in Q4 2024.
  • 474 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.