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Burton Enright Welch’s Avantis US Equity ETF AVUS Stock Holding History

Burton Enright Welch’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 		$34M Buy
265,570
+35
+0% +$4.31K 3.99% 8
2026
Q1 		$29.5M Buy
265,535
+14,477
+6% +$1.66M 4.01% 8
2025
Q4 		$28.1M Sell
251,058
-1,613
-0.6% -$178K 3.95% 8
2025
Q3 		$27.5M Sell
252,671
-609
-0.2% -$63.9K 4.15% 8
2025
Q2 		$25.5M Buy
253,280
+5,054
+2% +$473K 4.43% 7
2025
Q1 		$22.9M Buy
248,226
+9,977
+4% +$972K 4.66% 7
2024
Q4 		$23.1M Buy
238,249
+13,389
+6% +$1.31M 4.85% 7
2024
Q3 		$21.4M Buy
224,860
+2,001
+0.9% +$184K 4.59% 7
2024
Q2 		$20.1M Buy
222,859
+4,166
+2% +$368K 4.63% 7
2024
Q1 		$19.6M Sell
218,693
-7,200
-3% -$608K 4.71% 7
2023
Q4 		$18.4M Buy
225,893
+6,344
+3% +$480K 4.92% 6
2023
Q3 		$16.1M Sell
219,549
-582
-0.3% -$44.2K 4.96% 6
2023
Q2 		$16.6M Sell
220,131
-3,880
-2% -$278K 5.16% 5
2023
Q1 		$15.9M Buy
224,011
+23,586
+12% +$1.67M 6.05% 3
2022
Q4 		$13.6M Buy
200,425
+40,760
+26% +$2.79M 5.67% 5
2022
Q3 		$9.96M Buy
159,665
+67,150
+73% +$4.61M 4.94% 6
2022
Q2 		$6.02M Buy
92,515
+33,456
+57% +$2.37M 3.62% 8
2022
Q1 		$4.55M Buy
+59,059
New +$4.5M 2.51% 11

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

Burton Enright Welch's AVUS Position: Q2 2026 in Review

Burton Enright Welch increased its Avantis US Equity ETF (AVUS) stake by 0.01% in Q2 2026, buying an estimated $4.31K and bringing the position to 265,570 shares worth $34M. The position accounts for 3.99% of the portfolio, ranked #8.

Burton Enright Welch first reported a position in AVUS in Q1 2022 and has held it in 18 quarters since. 579 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Burton Enright Welch held 265,570 shares of Avantis US Equity ETF worth $34M as of Q2 2026.
  • Burton Enright Welch bought 35 Avantis US Equity ETF shares in Q2 2026, an estimated $4.31K.
  • Avantis US Equity ETF made up 3.99% of Burton Enright Welch's portfolio in Q2 2026, its #8 holding.
  • Burton Enright Welch first reported a position in Avantis US Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • 579 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.