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Clearstead Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Clearstead Advisors’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 		$1.28K Hold
10
– – ﹤0.01% 2628
2026
Q1 		$1.11K Hold
10
– – ﹤0.01% 2025
2025
Q4 		$1.12K Hold
10
– – ﹤0.01% 2216
2025
Q3 		$1.09K Hold
10
– – ﹤0.01% 2600
2025
Q2 		$1.01K Hold
10
– – ﹤0.01% 2432
2025
Q1 		$924 Hold
10
– – ﹤0.01% 1995
2024
Q4 		$970 Hold
10
– – ﹤0.01% 1925
2024
Q3 		$952 Hold
10
– – ﹤0.01% 1923
2024
Q2 		$902 Hold
10
– – ﹤0.01% 1905
2024
Q1 		$886 Hold
10
– – ﹤0.01% 1415
2023
Q4 		$816 Buy
+10
New +$757 ﹤0.01% 1421

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

Clearstead Advisors's AVUS Position: Q2 2026 in Review

Clearstead Advisors held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 10 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

Clearstead Advisors first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Clearstead Advisors held 10 shares of Avantis US Equity ETF worth $1.28K as of Q2 2026.
  • Clearstead Advisors left its Avantis US Equity ETF share count unchanged in Q2 2026.
  • Avantis US Equity ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2628 holding.
  • Clearstead Advisors first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.