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Balance Wealth’s Avantis US Equity ETF AVUS Stock Holding History

Balance Wealth’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
2025
Q2 		– Sell
-3,262
Closed -$301K – 102
2025
Q1 		$301K Buy
+3,262
New +$318K 0.2% 94

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Balance Wealth's AVUS Position: Q2 2025 in Review

Balance Wealth sold out of Avantis US Equity ETF (AVUS) in Q2 2025, closing a stake of 3,262 shares — an estimated $301K sold.

Balance Wealth first reported a position in AVUS in Q1 2025 and held it in 1 quarter. The position peaked at $301K in Q1 2025. 473 funds tracked by Wall St. Rank hold AVUS as of Q2 2025.

  • Balance Wealth reported no remaining Avantis US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Balance Wealth sold 3,262 Avantis US Equity ETF shares in Q2 2025, an estimated $301K.
  • Balance Wealth first reported a position in Avantis US Equity ETF in Q1 2025 and held it in 1 quarter.
  • Balance Wealth's Avantis US Equity ETF position peaked at $301K in Q1 2025.
  • 473 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2025.

Based on Balance Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.