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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
Q2 		$45.8M Sell
357,436
-8,038
-2% -$990K 5.09% 3
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 4.73% 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 $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
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

BSW Wealth Partners's AVUS Position: Q2 2026 in Review

BSW Wealth Partners reduced its Avantis US Equity ETF (AVUS) stake by 2.2% in Q2 2026, selling an estimated $990K and leaving 357,436 shares worth $45.8M. The position accounts for 5.09% of the portfolio, ranked #3.

BSW Wealth Partners first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 580 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • BSW Wealth Partners held 357,436 shares of Avantis US Equity ETF worth $45.8M as of Q2 2026.
  • BSW Wealth Partners sold 8,038 Avantis US Equity ETF shares in Q2 2026, an estimated $990K.
  • Avantis US Equity ETF made up 5.09% of BSW Wealth Partners's portfolio in Q2 2026, its #3 holding.
  • BSW Wealth Partners first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 580 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.