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

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

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. 582 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.
582 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.