Baker Boyer National Bank’s Avantis US Equity ETF AVUS Stock Holding History

Baker Boyer National Bank’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	$1.19M	Hold	9,297	–	–	0.33%	29
2026 Q1	$1.03M	Hold	9,297	–	–	0.31%	32
2025 Q4	$1.04M	Buy	+9,297	New	+$1.02M	0.31%	30

Other funds holding AVUS

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

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Commonwealth Equity Services

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

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

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

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

Baker Boyer National Bank's AVUS Position: Q2 2026 in Review

Baker Boyer National Bank held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 9,297 shares worth $1.19M. The position accounts for 0.33% of the portfolio, ranked #29.

Baker Boyer National Bank first reported a position in AVUS in Q4 2025 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Baker Boyer National Bank held 9,297 shares of Avantis US Equity ETF worth $1.19M as of Q2 2026.
Baker Boyer National Bank left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up 0.33% of Baker Boyer National Bank's portfolio in Q2 2026, its #29 holding.
Baker Boyer National Bank first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 3 quarters since.
302 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.