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BSW Wealth Partners’s Avantis US Equity ETF AVUS Stock Holding History

BSW Wealth Partners’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
Q1 		$40.6M Buy
365,474
+2,306
+0.6% +$264K 4.96% 3
2025
Q4 		$40.6M Sell
363,168
-19,346
-5% -$2.13M 4.87% 3
2025
Q3 		$41.6M Buy
382,514
+16,614
+5% +$1.74M 5.18% 3
2025
Q2 		$36.9M Buy
365,900
+23,253
+7% +$2.18M 5.06% 3
2025
Q1 		$31.7M Sell
342,647
-3,825
-1% -$373K 4.81% 4
2024
Q4 		$33.6M Buy
346,472
+15,029
+5% +$1.48M 4.93% 4
2024
Q3 		$31.5M Buy
331,443
+20,431
+7% +$1.88M 5.04% 4
2024
Q2 		$28.1M Buy
311,012
+98,797
+47% +$8.73M 4.6% 4
2024
Q1 		$19M Buy
212,215
+198,358
+1,431% +$16.8M 3.22% 6
2023
Q4 		$1.13M Buy
+13,857
New +$1.05M 0.22% 59

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM