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Belleair Asset Management’s Avantis US Equity ETF AVUS Stock Holding History

Belleair Asset Management’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 		$470K Hold
3,669
– – 0.4% 49
2026
Q1 		$408K Hold
3,669
– – 0.37% 52
2025
Q4 		$410K Buy
+3,669
New +$404K 0.39% 54

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Belleair Asset Management's AVUS Position: Q2 2026 in Review

Belleair Asset Management held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 3,669 shares worth $470K. The position accounts for 0.4% of the portfolio, ranked #49.

Belleair Asset Management first reported a position in AVUS in Q4 2025 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Belleair Asset Management held 3,669 shares of Avantis US Equity ETF worth $470K as of Q2 2026.
  • Belleair Asset Management left its Avantis US Equity ETF share count unchanged in Q2 2026.
  • Avantis US Equity ETF made up 0.4% of Belleair Asset Management's portfolio in Q2 2026, its #49 holding.
  • Belleair Asset Management first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 375 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.