Buttonwood Financial Group’s Avantis US Equity ETF AVUS Stock Holding History

Buttonwood Financial Group’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	$8.63M	Sell	67,340 -5,795	-8%	-$714K	4.93%	7
2026 Q1	$8.13M	Buy	73,135 +9,649	+15%	+$1.1M	5%	8
2025 Q4	$7.3M	Sell	63,486 -14,906	-19%	-$1.64M	3.88%	7
2025 Q3	$8.54M	Sell	78,392 -152,718	-66%	-$16M	3.69%	6
2025 Q2	$23.5M	Buy	231,110 +5,161	+2%	+$483K	11.93%	4
2025 Q1	$19.4M	Buy	225,949 +12,761	+6%	+$1.24M	11.36%	4
2024 Q4	$21.6M	Sell	213,188 -4,072	-2%	-$400K	11.95%	4
2024 Q3	$20.7M	Buy	217,260 +37,924	+21%	+$3.48M	12.4%	4
2024 Q2	$16.2M	Buy	179,336 +3,070	+2%	+$271K	9.23%	5
2024 Q1	$15.8M	Buy	176,266 +303	+0.2%	+$25.6K	9.33%	3
2023 Q4	$14.3M	Buy	175,963 +5,634	+3%	+$426K	10.44%	3
2023 Q3	$12.1M	Buy	170,329 +67,583	+66%	+$5.13M	8.8%	3
2023 Q2	$7.97M	Buy	+102,746	New	+$7.35M	6.9%	4

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 $906M AUM 26.92% 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 22.96% 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

Buttonwood Financial Group's AVUS Position: Q2 2026 in Review

Buttonwood Financial Group reduced its Avantis US Equity ETF (AVUS) stake by 7.9% in Q2 2026, selling an estimated $714K and leaving 67,340 shares worth $8.63M. The position accounts for 4.93% of the portfolio, ranked #7.

Buttonwood Financial Group first reported a position in AVUS in Q2 2023 and has held it in 13 quarters since. The position peaked at $23.5M in Q2 2025. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Buttonwood Financial Group held 67,340 shares of Avantis US Equity ETF worth $8.63M as of Q2 2026.
Buttonwood Financial Group sold 5,795 Avantis US Equity ETF shares in Q2 2026, an estimated $714K.
Avantis US Equity ETF made up 4.93% of Buttonwood Financial Group's portfolio in Q2 2026, its #7 holding.
Buttonwood Financial Group first reported a position in Avantis US Equity ETF in Q2 2023 and has held it in 13 quarters since.
Buttonwood Financial Group's Avantis US Equity ETF position peaked at $23.5M in Q2 2025.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.