BM
AVUS icon

Berman McAleer’s Avantis US Equity ETF AVUS Stock Holding History

Berman McAleer’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
2025
Q4 		– Sell
-4,047
Closed -$440K – 164
2025
Q3 		$440K Buy
+4,047
New +$425K 0.06% 101

Other funds holding AVUS

AF
Align Financial Hermantown, Minnesota $202M AUM
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Berman McAleer's AVUS Position: Q4 2025 in Review

Berman McAleer sold out of Avantis US Equity ETF (AVUS) in Q4 2025, closing a stake of 4,047 shares — an estimated $440K sold.

Berman McAleer first reported a position in AVUS in Q3 2025 and held it in 1 quarter. The position peaked at $440K in Q3 2025. 520 funds tracked by Wall St. Rank hold AVUS as of Q4 2025.

  • Berman McAleer reported no remaining Avantis US Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Berman McAleer sold 4,047 Avantis US Equity ETF shares in Q4 2025, an estimated $440K.
  • Berman McAleer first reported a position in Avantis US Equity ETF in Q3 2025 and held it in 1 quarter.
  • Berman McAleer's Avantis US Equity ETF position peaked at $440K in Q3 2025.
  • 520 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2025.

Based on Berman McAleer's 13F filing for Q4 2025, filed 5 Feb 2026.