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Beacon Financial Group’s Avantis US Equity ETF AVUS Stock Holding History

Beacon Financial Group’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 		$2.22M Buy
17,338
+2
+0% +$246 0.2% 110
2026
Q1 		$1.93M Sell
17,336
-151
-0.9% -$17.3K 0.19% 117
2025
Q4 		$1.95M Buy
17,487
+22
+0.1% +$2.42K 0.19% 116
2025
Q3 		$1.9M Sell
17,465
-51
-0.3% -$5.35K 0.19% 120
2025
Q2 		$1.77M Sell
17,516
-1,594
-8% -$149K 0.18% 123
2025
Q1 		$1.77M Sell
19,110
-181
-0.9% -$17.6K 0.19% 116
2024
Q4 		$1.87M Buy
19,291
+8
+0% +$785 0.2% 113
2024
Q3 		$1.83M Buy
19,283
+21
+0.1% +$1.93K 0.2% 116
2024
Q2 		$1.74M Sell
19,262
-637
-3% -$56.3K 0.2% 119
2024
Q1 		$1.78M Buy
19,899
+11,203
+129% +$946K 0.2% 117
2023
Q4 		$709K Buy
+8,696
New +$658K 0.09% 177

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

Beacon Financial Group's AVUS Position: Q2 2026 in Review

Beacon Financial Group increased its Avantis US Equity ETF (AVUS) stake by 0.01% in Q2 2026, buying an estimated $246 and bringing the position to 17,338 shares worth $2.22M. The position accounts for 0.2% of the portfolio, ranked #110.

Beacon Financial Group first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Beacon Financial Group held 17,338 shares of Avantis US Equity ETF worth $2.22M as of Q2 2026.
  • Beacon Financial Group bought 2 Avantis US Equity ETF shares in Q2 2026, an estimated $246.
  • Avantis US Equity ETF made up 0.2% of Beacon Financial Group's portfolio in Q2 2026, its #110 holding.
  • Beacon Financial Group first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.