Beacon Pointe Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Beacon Pointe 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	$144M	Buy	1,125,582 +35,204	+3%	+$4.34M	0.67%	28
2026 Q1	$121M	Sell	1,090,378 -23,086	-2%	-$2.64M	0.64%	29
2025 Q4	$124M	Buy	1,113,464 +13,999	+1%	+$1.54M	0.87%	21
2025 Q3	$120M	Buy	+1,099,465	New	+$115M	1.01%	17
2024 Q3	–	Sell	-18,863	Closed	-$1.7M	–	1232
2024 Q2	$1.7M	Sell	18,863 -2,177	-10%	-$192K	0.02%	508
2024 Q1	$1.88M	Hold	21,040	–	–	0.02%	513
2023 Q4	$1.72M	Buy	+21,040	New	+$1.59M	0.02%	519

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

Beacon Pointe Advisors's AVUS Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Avantis US Equity ETF (AVUS) stake by 3.2% in Q2 2026, buying an estimated $4.34M and bringing the position to 1,125,582 shares worth $144M. The position accounts for 0.67% of the portfolio, ranked #28.

Beacon Pointe Advisors first reported a position in AVUS in Q4 2023 and has held it in 7 quarters since. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Beacon Pointe Advisors held 1,125,582 shares of Avantis US Equity ETF worth $144M as of Q2 2026.
Beacon Pointe Advisors bought 35,204 Avantis US Equity ETF shares in Q2 2026, an estimated $4.34M.
Avantis US Equity ETF made up 0.67% of Beacon Pointe Advisors's portfolio in Q2 2026, its #28 holding.
Beacon Pointe Advisors first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 7 quarters since.
580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.