Cerity Partners’s Avantis US Equity ETF AVUS Stock Holding History

Cerity 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	$8.38M	Sell	65,426 -677	-1%	-$83.4K	0.01%	856
2026 Q1	$7.35M	Buy	+66,103	New	+$7.57M	0.01%	847

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

Cerity Partners's AVUS Position: Q2 2026 in Review

Cerity Partners reduced its Avantis US Equity ETF (AVUS) stake by 1% in Q2 2026, selling an estimated $83.4K and leaving 65,426 shares worth $8.38M. The position accounts for 0.01% of the portfolio, ranked #856.

Cerity Partners first reported a position in AVUS in Q1 2026 and has held it in 2 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Cerity Partners held 65,426 shares of Avantis US Equity ETF worth $8.38M as of Q2 2026.
Cerity Partners sold 677 Avantis US Equity ETF shares in Q2 2026, an estimated $83.4K.
Avantis US Equity ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #856 holding.
Cerity Partners first reported a position in Avantis US Equity ETF in Q1 2026 and has held it in 2 quarters since.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.