Chicago Partners Investment Group’s Avantis US Equity ETF AVUS Stock Holding History

Chicago Partners Investment 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	$29.1M	Buy	229,401 +6,759	+3%	+$833K	0.58%	33
2026 Q1	$26.9M	Buy	222,642 +4,501	+2%	+$515K	0.6%	33
2025 Q4	$25.1M	Buy	218,141 +2,117	+1%	+$233K	0.62%	33
2025 Q3	$24M	Sell	216,024 -4,362	-2%	-$458K	0.63%	32
2025 Q2	$22.9M	Buy	220,386 +4,704	+2%	+$440K	0.66%	28
2025 Q1	$19.8M	Buy	215,682 +10,821	+5%	+$1.05M	0.66%	32
2024 Q4	$20M	Buy	204,861 +11,234	+6%	+$1.1M	0.67%	33
2024 Q3	$18.5M	Buy	193,627 +9,257	+5%	+$850K	0.66%	33
2024 Q2	$16.9M	Buy	184,370 +4,664	+3%	+$412K	0.65%	34
2024 Q1	$15.5M	Buy	179,706 +5,966	+3%	+$504K	0.66%	31
2023 Q4	$14.3M	Buy	173,740 +8,375	+5%	+$634K	0.66%	30
2023 Q3	$11.8M	Buy	165,365 +9,386	+6%	+$713K	0.64%	34
2023 Q2	$12M	Buy	155,979 +9,802	+7%	+$701K	0.63%	35
2023 Q1	$10.4M	Buy	146,177 +11,185	+8%	+$792K	0.61%	34
2022 Q4	$9.99M	Buy	134,992 +32,221	+31%	+$2.2M	0.61%	36
2022 Q3	$7.03M	Buy	102,771 +30,510	+42%	+$2.1M	0.5%	47
2022 Q2	$5.13M	Buy	72,261 +18,738	+35%	+$1.33M	0.37%	59
2022 Q1	$3.66M	Buy	53,523 +12,849	+32%	+$979K	0.28%	80
2021 Q4	$3.06M	Buy	40,674 +9,233	+29%	+$723K	0.22%	92
2021 Q3	$2.51M	Buy	31,441 +11,421	+57%	+$860K	0.18%	119
2021 Q2	$1.5M	Buy	20,020 +5,205	+35%	+$379K	0.11%	157
2021 Q1	$1.08M	Buy	14,815 +6,485	+78%	+$434K	0.09%	189
2020 Q4	$549K	Buy	8,330 +1,470	+21%	+$86.5K	0.05%	258
2020 Q3	$380K	Buy	6,860 +571	+9%	+$30.5K	0.05%	274
2020 Q2	$328K	Buy	6,289 +527	+9%	+$24.7K	0.04%	275
2020 Q1	$260K	Buy	5,762 +838	+17%	+$42.3K	0.04%	278
2019 Q4	$275K	Buy	+4,924	New	+$256K	0.03%	298

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

Chicago Partners Investment Group's AVUS Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Avantis US Equity ETF (AVUS) stake by 3% in Q2 2026, buying an estimated $833K and bringing the position to 229,401 shares worth $29.1M. The position accounts for 0.58% of the portfolio, ranked #33.

Chicago Partners Investment Group first reported a position in AVUS in Q4 2019 and has held it in 27 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Chicago Partners Investment Group held 229,401 shares of Avantis US Equity ETF worth $29.1M as of Q2 2026.
Chicago Partners Investment Group bought 6,759 Avantis US Equity ETF shares in Q2 2026, an estimated $833K.
Avantis US Equity ETF made up 0.58% of Chicago Partners Investment Group's portfolio in Q2 2026, its #33 holding.
Chicago Partners Investment Group first reported a position in Avantis US Equity ETF in Q4 2019 and has held it in 27 quarters since.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.