Calamos Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Calamos Wealth Management’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	$297K	Hold	2,673	–	–	0.01%	407
2025 Q4	$299K	Hold	2,673	–	–	0.01%	365
2025 Q3	$291K	Hold	2,673	–	–	0.01%	345
2025 Q2	$269K	Hold	2,673	–	–	0.01%	294
2025 Q1	$247K	Hold	2,673	–	–	0.01%	279
2024 Q4	$259K	Hold	2,673	–	–	0.01%	272
2024 Q3	$254K	Hold	2,673	–	–	0.01%	276
2024 Q2	$241K	Hold	2,673	–	–	0.01%	269
2024 Q1	$239K	Hold	2,673	–	–	0.01%	270
2023 Q4	$218K	Buy	+2,673	New	+$202K	0.01%	273
2023 Q3	–	Sell	-2,673	Closed	-$201K	–	327
2023 Q2	$201K	Buy	+2,673	New	+$191K	0.01%	296
2022 Q2	–	Sell	-2,673	Closed	-$206K	–	322
2022 Q1	$206K	Hold	2,673	–	–	0.02%	321
2021 Q4	$214K	Buy	+2,673	New	+$209K	0.02%	309

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Calamos Wealth Management's AVUS Position: Q1 2026 in Review

Calamos Wealth Management held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 2,673 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #407.

Calamos Wealth Management first reported a position in AVUS in Q4 2021 and has held it in 13 quarters since. The position peaked at $299K in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Calamos Wealth Management held 2,673 shares of Avantis US Equity ETF worth $297K as of Q1 2026.
Calamos Wealth Management left its Avantis US Equity ETF share count unchanged in Q1 2026.
Avantis US Equity ETF made up 0.01% of Calamos Wealth Management's portfolio in Q1 2026, its #407 holding.
Calamos Wealth Management first reported a position in Avantis US Equity ETF in Q4 2021 and has held it in 13 quarters since.
Calamos Wealth Management's Avantis US Equity ETF position peaked at $299K in Q4 2025.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.