AWM
AVUS icon

Avior Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Avior Wealth Management’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 		$348K Hold
2,718
– – 0.01% 610
2026
Q1 		$302K Sell
2,718
-495
-15% -$56.7K 0.01% 684
2025
Q4 		$359K Buy
3,213
+495
+18% +$54.5K 0.01% 558
2025
Q3 		$295K Hold
2,718
– – 0.01% 595
2025
Q2 		$274K Hold
2,718
– – 0.01% 592
2025
Q1 		$251K Hold
2,718
– – 0.01% 595
2024
Q4 		$263K Hold
2,718
– – 0.01% 622
2024
Q3 		$259K Hold
2,718
– – 0.01% 630
2024
Q2 		$245K Hold
2,718
– – 0.01% 621
2024
Q1 		$243K Hold
2,718
– – 0.01% 652
2023
Q4 		$222K Hold
2,718
– – 0.01% 504
2023
Q3 		$199K Buy
+2,718
New +$206K 0.01% 525

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 $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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

Avior Wealth Management's AVUS Position: Q2 2026 in Review

Avior Wealth Management held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 2,718 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #610.

Avior Wealth Management first reported a position in AVUS in Q3 2023 and has held it in 12 quarters since. The position peaked at $359K in Q4 2025. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Avior Wealth Management held 2,718 shares of Avantis US Equity ETF worth $348K as of Q2 2026.
  • Avior Wealth Management left its Avantis US Equity ETF share count unchanged in Q2 2026.
  • Avantis US Equity ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #610 holding.
  • Avior Wealth Management first reported a position in Avantis US Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • Avior Wealth Management's Avantis US Equity ETF position peaked at $359K in Q4 2025.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.