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

Belpointe 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 		$627K Sell
4,896
-271
-5% -$33.4K 0.02% 644
2026
Q1 		$574K Buy
5,167
+1,271
+33% +$146K 0.02% 643
2025
Q4 		$435K Hold
3,896
– – 0.02% 703
2025
Q3 		$423K Sell
3,896
-21
-0.5% -$2.2K 0.02% 672
2025
Q2 		$395K Hold
3,917
– – 0.02% 665
2025
Q1 		$362K Sell
3,917
-36
-0.9% -$3.51K 0.02% 659
2024
Q4 		$371K Buy
3,953
+36
+0.9% +$3.54K 0.02% 585
2024
Q3 		$373K Sell
3,917
-36
-0.9% -$3.31K 0.02% 589
2024
Q2 		$357K Sell
3,953
-1
-0% -$88 0.02% 536
2024
Q1 		$354K Sell
3,954
-4,551
-54% -$384K 0.03% 534
2023
Q4 		$694K Sell
8,505
-124
-1% -$9.38K 0.06% 290
2023
Q3 		$632K Buy
8,629
+156
+2% +$11.8K 0.07% 277
2023
Q2 		$637K Sell
8,473
-416
-5% -$29.8K 0.07% 259
2023
Q1 		$630K Sell
8,889
-86,712
-91% -$6.14M 0.03% 464
2022
Q4 		$6.5M Buy
95,601
+4,187
+5% +$286K 0.39% 37
2022
Q3 		$5.7M Sell
91,414
-90,875
-50% -$6.24M 0.39% 45
2022
Q2 		$11.9M Sell
182,289
-6,727
-4% -$477K 0.79% 15
2022
Q1 		$14.6M Buy
189,016
+87,327
+86% +$6.65M 0.88% 11
2021
Q4 		$8.15M Buy
+101,689
New +$7.96M 0.51% 26

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return

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

Belpointe Asset Management reduced its Avantis US Equity ETF (AVUS) stake by 5.2% in Q2 2026, selling an estimated $33.4K and leaving 4,896 shares worth $627K. The position accounts for 0.02% of the portfolio, ranked #644.

Belpointe Asset Management first reported a position in AVUS in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.6M in Q1 2022. 302 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Belpointe Asset Management held 4,896 shares of Avantis US Equity ETF worth $627K as of Q2 2026.
  • Belpointe Asset Management sold 271 Avantis US Equity ETF shares in Q2 2026, an estimated $33.4K.
  • Avantis US Equity ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #644 holding.
  • Belpointe Asset Management first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Belpointe Asset Management's Avantis US Equity ETF position peaked at $14.6M in Q1 2022.
  • 302 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.