Ballast Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Ballast Financial Advisors’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	$230K	Buy	+1,794	New	+$221K	0.21%	67

Other funds holding AVUS

HWM

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

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Ballast Financial Advisors's AVUS Position: Q2 2026 in Review

Ballast Financial Advisors opened a new position in Avantis US Equity ETF (AVUS) in Q2 2026: 1,794 shares worth $230K. The stake represents 0.21% of the portfolio and ranks #67 among its holdings.

578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Ballast Financial Advisors held 1,794 shares of Avantis US Equity ETF worth $230K as of Q2 2026.
Avantis US Equity ETF was a new Ballast Financial Advisors position in Q2 2026.
Avantis US Equity ETF made up 0.21% of Ballast Financial Advisors's portfolio in Q2 2026, its #67 holding.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Ballast Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.