Avidian Wealth Enterprises’s Avantis US Equity ETF AVUS Stock Holding History

Avidian Wealth Enterprises’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	$600K	Sell	4,688 -2	-0%	-$246	0.02%	430
2026 Q1	$521K	Buy	+4,690	New	+$537K	0.02%	424
2024 Q2	–	Sell	-7,247	Closed	-$649K	–	502
2024 Q1	$649K	Sell	7,247 -64,071	-90%	-$5.41M	0.03%	227
2023 Q4	$5.82M	Sell	71,318 -4,677	-6%	-$354K	0.36%	54
2023 Q3	$5.57M	Buy	75,995 +5,451	+8%	+$414K	0.39%	53
2023 Q2	$5.3M	Buy	+70,544	New	+$5.05M	0.35%	63

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Avidian Wealth Enterprises's AVUS Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Avantis US Equity ETF (AVUS) stake by 0.04% in Q2 2026, selling an estimated $246 and leaving 4,688 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #430.

Avidian Wealth Enterprises first reported a position in AVUS in Q2 2023 and has held it in 6 quarters since. The position peaked at $5.82M in Q4 2023. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Avidian Wealth Enterprises held 4,688 shares of Avantis US Equity ETF worth $600K as of Q2 2026.
Avidian Wealth Enterprises sold 2 Avantis US Equity ETF shares in Q2 2026, an estimated $246.
Avantis US Equity ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #430 holding.
Avidian Wealth Enterprises first reported a position in Avantis US Equity ETF in Q2 2023 and has held it in 6 quarters since.
Avidian Wealth Enterprises's Avantis US Equity ETF position peaked at $5.82M in Q4 2023.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.