BLVD Private Wealth’s Avantis US Equity ETF AVUS Stock Holding History

BLVD Private Wealth’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 Q3	$5.83M	Buy	45,537 +6,151	+16%	+$795K	4.34%	6
2026 Q2	$5.04M	Sell	39,386 -868	-2%	-$107K	3.75%	8
2026 Q1	$4.48M	Sell	40,254 -3,616	-8%	-$414K	3.89%	7
2025 Q4	$4.9M	Sell	43,870 -1,133	-3%	-$125K	4.27%	6
2025 Q3	$4.89M	Buy	45,003 +1,368	+3%	+$144K	4.2%	5
2025 Q2	$4.4M	Buy	+43,635	New	+$4.09M	4.15%	5

Other funds holding AVUS

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

BLVD Private Wealth's AVUS Position: Q3 2026 in Review

BLVD Private Wealth increased its Avantis US Equity ETF (AVUS) stake by 16% in Q3 2026, buying an estimated $795K and bringing the position to 45,537 shares worth $5.83M. The position accounts for 4.34% of the portfolio, ranked #6.

BLVD Private Wealth first reported a position in AVUS in Q2 2025 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

BLVD Private Wealth held 45,537 shares of Avantis US Equity ETF worth $5.83M as of Q3 2026.
BLVD Private Wealth bought 6,151 Avantis US Equity ETF shares in Q3 2026, an estimated $795K.
Avantis US Equity ETF made up 4.34% of BLVD Private Wealth's portfolio in Q3 2026, its #6 holding.
BLVD Private Wealth first reported a position in Avantis US Equity ETF in Q2 2025 and has held it in 6 quarters since.
118 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on BLVD Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.