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

Castle 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
2025 Q2	–	Sell	-41,678	Closed	-$3.85M	–	123
2025 Q1	$3.85M	Buy	41,678 +243	+0.6%	+$23.7K	1.51%	23
2024 Q4	$4.02M	Sell	41,435 -1,708	-4%	-$168K	1.58%	21
2024 Q3	$4.11M	Sell	43,143 -1,068	-2%	-$98.1K	1.64%	21
2024 Q2	$3.99M	Sell	44,211 -2,409	-5%	-$213K	1.91%	18
2024 Q1	$4.17M	Sell	46,620 -739	-2%	-$62.4K	2.18%	11
2023 Q4	$3.86M	Sell	47,359 -2,951	-6%	-$223K	2.32%	10
2023 Q3	$3.69M	Sell	50,310 -982	-2%	-$74.6K	2.63%	10
2023 Q2	$3.86M	Buy	51,292 +15,939	+45%	+$1.14M	2.69%	10
2023 Q1	$2.51M	Buy	+35,353	New	+$2.5M	1.94%	17

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 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

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

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

Castle Wealth Management's AVUS Position: Q2 2025 in Review

Castle Wealth Management sold out of Avantis US Equity ETF (AVUS) in Q2 2025, closing a stake of 41,678 shares — an estimated $3.85M sold.

Castle Wealth Management first reported a position in AVUS in Q1 2023 and held it in 9 quarters. The position peaked at $4.17M in Q1 2024. 473 funds tracked by Wall St. Rank hold AVUS as of Q2 2025.

Castle Wealth Management reported no remaining Avantis US Equity ETF position as of Q2 2025 after selling out during the quarter.
Castle Wealth Management sold 41,678 Avantis US Equity ETF shares in Q2 2025, an estimated $3.85M.
Castle Wealth Management first reported a position in Avantis US Equity ETF in Q1 2023 and held it in 9 quarters.
Castle Wealth Management's Avantis US Equity ETF position peaked at $4.17M in Q1 2024.
473 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2025.

Based on Castle Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.