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

Axxcess 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	$17.8M	Buy	+138,935	New	+$17.1M	0.28%	75
2026 Q1	–	Sell	-119,670	Closed	-$13.4M	–	424
2025 Q4	$13.4M	Buy	119,670 +26,032	+28%	+$2.87M	0.23%	84
2025 Q3	$10.2M	Buy	93,638 +6,073	+7%	+$637K	0.22%	86
2025 Q2	$8.83M	Buy	87,565 +8,931	+11%	+$836K	0.21%	96
2025 Q1	$7.26M	Buy	78,634 +6,634	+9%	+$646K	0.19%	100
2024 Q4	$6.98M	Buy	72,000 +5,669	+9%	+$557K	0.17%	105
2024 Q3	$6.31M	Buy	66,331 +43,660	+193%	+$4.01M	0.15%	117
2024 Q2	$2.04M	Buy	22,671 +10,765	+90%	+$951K	0.05%	250
2024 Q1	$1.07M	Buy	11,906 +6,339	+114%	+$535K	0.03%	361
2023 Q4	$454K	Buy	+5,567	New	+$421K	0.01%	543
2023 Q2	–	Sell	-15,284	Closed	-$1.08M	–	596
2023 Q1	$1.08M	Buy	+15,284	New	+$1.08M	0.08%	213

Other funds holding AVUS

HWM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Avantis US Equity ETF (AVUS) in Q2 2026: 138,935 shares worth $17.8M. The stake represents 0.28% of the portfolio and ranks #75 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AVUS as recently as Q4 2025.

Axxcess Wealth Management first reported a position in AVUS in Q1 2023 and has held it in 11 quarters since. 330 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Axxcess Wealth Management held 138,935 shares of Avantis US Equity ETF worth $17.8M as of Q2 2026.
Avantis US Equity ETF was a new Axxcess Wealth Management position in Q2 2026.
Avantis US Equity ETF made up 0.28% of Axxcess Wealth Management's portfolio in Q2 2026, its #75 holding.
Axxcess Wealth Management first reported a position in Avantis US Equity ETF in Q1 2023 and has held it in 11 quarters since.
330 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.