Bank of Montreal’s Avantis US Equity ETF AVUS Stock Holding History

Bank of Montreal’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	$247K	Sell	1,928 -445	-19%	-$54.8K	﹤0.01%	2882
2026 Q1	$264K	Buy	2,373 +259	+12%	+$29.7K	﹤0.01%	2757
2025 Q4	$236K	Buy	2,114 +1,932	+1,062%	+$213K	﹤0.01%	2744
2025 Q3	$19.8K	Buy	+182	New	+$19.1K	﹤0.01%	3285
2024 Q3	–	Sell	-977	Closed	-$88.8K	–	3856
2024 Q2	$88.8K	Sell	977 -494	-34%	-$43.6K	﹤0.01%	3270
2024 Q1	$132K	Buy	+1,471	New	+$124K	﹤0.01%	3209

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 22.9% 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

Bank of Montreal's AVUS Position: Q2 2026 in Review

Bank of Montreal reduced its Avantis US Equity ETF (AVUS) stake by 19% in Q2 2026, selling an estimated $54.8K and leaving 1,928 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2882.

Bank of Montreal first reported a position in AVUS in Q1 2024 and has held it in 6 quarters since. The position peaked at $264K in Q1 2026. 586 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Bank of Montreal held 1,928 shares of Avantis US Equity ETF worth $247K as of Q2 2026.
Bank of Montreal sold 445 Avantis US Equity ETF shares in Q2 2026, an estimated $54.8K.
Avantis US Equity ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2882 holding.
Bank of Montreal first reported a position in Avantis US Equity ETF in Q1 2024 and has held it in 6 quarters since.
Bank of Montreal's Avantis US Equity ETF position peaked at $264K in Q1 2026.
586 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.