BWS
AVUS icon

BCR Wealth Strategies’s Avantis US Equity ETF AVUS Stock Holding History

BCR Wealth Strategies’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 		$88.3M Sell
689,260
-9,737
-1% -$1.2M 24.8% 1
2026
Q1 		$77.7M Buy
698,997
+18,115
+3% +$2.07M 24.36% 1
2025
Q4 		$76.1M Sell
680,882
-616
-0.1% -$67.8K 25.24% 1
2025
Q3 		$74.1M Buy
681,498
+11,974
+2% +$1.26M 26.05% 1
2025
Q2 		$67.5M Buy
669,524
+20,695
+3% +$1.94M 26.13% 1
2025
Q1 		$59.9M Buy
648,829
+3,298
+0.5% +$321K 26.32% 1
2024
Q4 		$62.6M Sell
645,531
-7,100
-1% -$697K 29.27% 1
2024
Q3 		$62.1M Buy
652,631
+18,789
+3% +$1.73M 29.31% 1
2024
Q2 		$57.2M Buy
633,842
+12,489
+2% +$1.1M 37.2% 1
2024
Q1 		$55.6M Sell
621,353
-3,411
-0.5% -$288K 37.65% 1
2023
Q4 		$50.9M Sell
624,764
-7,195
-1% -$545K 36.53% 1
2023
Q3 		$46.3M Sell
631,959
-15,546
-2% -$1.18M 36.89% 1
2023
Q2 		$48.7M Sell
647,505
-3,649
-0.6% -$261K 37.66% 1
2023
Q1 		$46.2M Sell
651,154
-5,564
-0.8% -$394K 36.81% 1
2022
Q4 		$44.7M Buy
656,718
+24,345
+4% +$1.66M 38.53% 1
2022
Q3 		$39.4M Buy
632,373
+19,664
+3% +$1.35M 40.44% 1
2022
Q2 		$39.9M Buy
612,709
+9,177
+2% +$651K 41.18% 1
2022
Q1 		$46.5M Buy
603,532
+25,296
+4% +$1.93M 44.51% 1
2021
Q4 		$46.4M Buy
+578,236
New +$45.3M 43.86% 1

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

BCR Wealth Strategies's AVUS Position: Q2 2026 in Review

BCR Wealth Strategies reduced its Avantis US Equity ETF (AVUS) stake by 1.4% in Q2 2026, selling an estimated $1.2M and leaving 689,260 shares worth $88.3M. The position accounts for 24.8% of the portfolio, ranked #1.

BCR Wealth Strategies first reported a position in AVUS in Q4 2021 and has held it in 19 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • BCR Wealth Strategies held 689,260 shares of Avantis US Equity ETF worth $88.3M as of Q2 2026.
  • BCR Wealth Strategies sold 9,737 Avantis US Equity ETF shares in Q2 2026, an estimated $1.2M.
  • Avantis US Equity ETF made up 24.8% of BCR Wealth Strategies's portfolio in Q2 2026, its #1 holding.
  • BCR Wealth Strategies first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on BCR Wealth Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.