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Choreo LLC’s Avantis US Equity ETF AVUS Stock Holding History

Choreo LLC’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 		$289K Hold
2,600
– – ﹤0.01% 1274
2025
Q4 		$293K Hold
2,600
– – ﹤0.01% 1234
2025
Q3 		$283K Hold
2,600
– – ﹤0.01% 1263
2025
Q2 		$262K Hold
2,600
– – ﹤0.01% 1262
2025
Q1 		$240K Hold
2,600
– – ﹤0.01% 1221
2024
Q4 		$252K Hold
2,600
– – ﹤0.01% 1279
2024
Q3 		$246K Sell
2,600
-97
-4% -$8.91K ﹤0.01% 1334
2024
Q2 		$243K Buy
2,697
+1
+0% +$88 ﹤0.01% 1217
2024
Q1 		$241K Hold
2,696
– – 0.01% 587
2023
Q4 		$220K Buy
+2,696
New +$204K 0.01% 564

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
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
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Choreo LLC's AVUS Position: Q1 2026 in Review

Choreo LLC held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 2,600 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Choreo LLC first reported a position in AVUS in Q4 2023 and has held it in 10 quarters since. The position peaked at $293K in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Choreo LLC held 2,600 shares of Avantis US Equity ETF worth $289K as of Q1 2026.
  • Choreo LLC left its Avantis US Equity ETF share count unchanged in Q1 2026.
  • Avantis US Equity ETF made up ﹤0.01% of Choreo LLC's portfolio in Q1 2026, its #1274 holding.
  • Choreo LLC first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • Choreo LLC's Avantis US Equity ETF position peaked at $293K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.