AC
AVUS icon

Avestar Capital’s Avantis US Equity ETF AVUS Stock Holding History

Avestar Capital’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 		$506K Buy
4,549
+146
+3% +$16.7K 0.03% 351
2025
Q4 		$492K Sell
4,403
-796
-15% -$87.7K 0.03% 341
2025
Q3 		$565K Sell
5,199
-457
-8% -$48K 0.04% 319
2025
Q2 		$570K Buy
5,656
+121
+2% +$11.3K 0.04% 307
2025
Q1 		$511K Sell
5,535
-3,638
-40% -$354K 0.04% 279
2024
Q4 		$889K Sell
9,173
-197
-2% -$19.3K 0.08% 194
2024
Q3 		$892K Buy
9,370
+465
+5% +$42.7K 0.09% 171
2024
Q2 		$803K Sell
8,905
-88
-1% -$7.78K 0.08% 178
2024
Q1 		$805K Sell
8,993
-671
-7% -$56.7K 0.08% 177
2023
Q4 		$788K Sell
9,664
-141
-1% -$10.7K 0.09% 143
2023
Q3 		$718K Sell
9,805
-343
-3% -$26.1K 0.1% 128
2023
Q2 		$763K Sell
10,148
-248,858
-96% -$17.8M 0.12% 102
2023
Q1 		$18.4M Sell
259,006
-4,176
-2% -$296K 3.28% 4
2022
Q4 		$17.9M Buy
263,182
+57,586
+28% +$3.94M 3.24% 4
2022
Q3 		$12.8M Buy
205,596
+6,992
+4% +$480K 3.27% 6
2022
Q2 		$12.9M Sell
198,604
-27,870
-12% -$1.98M 3.18% 7
2022
Q1 		$17.5M Buy
226,474
+22,197
+11% +$1.69M 2.79% 5
2021
Q4 		$16.4M Buy
204,277
+113,264
+124% +$8.87M 2% 8
2021
Q3 		$6.71M Buy
91,013
+23,708
+35% +$1.78M 0.86% 20
2021
Q2 		$5M Buy
+67,305
New +$4.9M 0.67% 37

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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Avestar Capital's AVUS Position: Q1 2026 in Review

Avestar Capital increased its Avantis US Equity ETF (AVUS) stake by 3.3% in Q1 2026, buying an estimated $16.7K and bringing the position to 4,549 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #351.

Avestar Capital first reported a position in AVUS in Q2 2021 and has held it in 20 quarters since. The position peaked at $18.4M in Q1 2023. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Avestar Capital held 4,549 shares of Avantis US Equity ETF worth $506K as of Q1 2026.
  • Avestar Capital bought 146 Avantis US Equity ETF shares in Q1 2026, an estimated $16.7K.
  • Avantis US Equity ETF made up 0.03% of Avestar Capital's portfolio in Q1 2026, its #351 holding.
  • Avestar Capital first reported a position in Avantis US Equity ETF in Q2 2021 and has held it in 20 quarters since.
  • Avestar Capital's Avantis US Equity ETF position peaked at $18.4M in Q1 2023.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.