Blue Trust Inc’s Avantis US Equity ETF AVUS Stock Holding History

Blue Trust Inc’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	–	Sell	-297	Closed	-$33K	–	2463
2026 Q1	$33K	Hold	297	–	–	﹤0.01%	1484
2025 Q4	$33.2K	Hold	297	–	–	﹤0.01%	1502
2025 Q3	$32.3K	Hold	297	–	–	﹤0.01%	1539
2025 Q2	$29.9K	Hold	297	–	–	﹤0.01%	1576
2025 Q1	$27.4K	Sell	297 -400	-57%	-$39K	﹤0.01%	1569
2024 Q4	$67.6K	Buy	697 +392	+129%	+$38.5K	﹤0.01%	1109
2024 Q3	$27.5K	Sell	305 -579	-65%	-$53.2K	﹤0.01%	1820
2024 Q2	$79.1K	Hold	884	–	–	﹤0.01%	1057
2024 Q1	$79.1K	Buy	884 +527	+148%	+$44.5K	﹤0.01%	773
2023 Q4	$26K	Sell	357 -129	-27%	-$9.76K	﹤0.01%	1184
2023 Q3	$37K	Hold	486	–	–	﹤0.01%	952
2023 Q2	$34K	Buy	+486	New	+$34.8K	﹤0.01%	837

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 $907M AUM 17.94% 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 22.9% 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

Blue Trust Inc's AVUS Position: Q2 2026 in Review

Blue Trust Inc sold out of Avantis US Equity ETF (AVUS) in Q2 2026, closing a stake of 297 shares — an estimated $33K sold.

Blue Trust Inc first reported a position in AVUS in Q2 2023 and held it in 12 quarters. The position peaked at $79.1K in Q2 2024. 586 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Blue Trust Inc reported no remaining Avantis US Equity ETF position as of Q2 2026 after selling out during the quarter.
Blue Trust Inc sold 297 Avantis US Equity ETF shares in Q2 2026, an estimated $33K.
Blue Trust Inc first reported a position in Avantis US Equity ETF in Q2 2023 and held it in 12 quarters.
Blue Trust Inc's Avantis US Equity ETF position peaked at $79.1K in Q2 2024.
586 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.