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 Q3	$600K	Hold	4,688	–	–	0.02%	437
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

ORL

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises's AVUS Position: Q3 2026 in Review

Avidian Wealth Enterprises held its Avantis US Equity ETF (AVUS) position steady in Q3 2026 at 4,688 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #437.

Avidian Wealth Enterprises first reported a position in AVUS in Q2 2023 and has held it in 7 quarters since. The position peaked at $5.82M in Q4 2023. 29 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

Avidian Wealth Enterprises held 4,688 shares of Avantis US Equity ETF worth $600K as of Q3 2026.
Avidian Wealth Enterprises left its Avantis US Equity ETF share count unchanged in Q3 2026.
Avantis US Equity ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #437 holding.
Avidian Wealth Enterprises first reported a position in Avantis US Equity ETF in Q2 2023 and has held it in 7 quarters since.
Avidian Wealth Enterprises's Avantis US Equity ETF position peaked at $5.82M in Q4 2023.
29 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.