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Colter Lewis Investment Partners’s Avantis US Equity ETF AVUS Stock Holding History

Colter Lewis Investment 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
Q1 		– Sell
-5,055
Closed -$565K – 113
2025
Q4 		$565K Buy
+5,055
New +$557K 0.65% 38

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MPW
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Focus Partners Wealth
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AAS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FPI
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Colter Lewis Investment Partners's AVUS Position: Q1 2026 in Review

Colter Lewis Investment Partners sold out of Avantis US Equity ETF (AVUS) in Q1 2026, closing a stake of 5,055 shares — an estimated $565K sold.

Colter Lewis Investment Partners first reported a position in AVUS in Q4 2025 and held it in 1 quarter. The position peaked at $565K in Q4 2025. 557 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Colter Lewis Investment Partners reported no remaining Avantis US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Colter Lewis Investment Partners sold 5,055 Avantis US Equity ETF shares in Q1 2026, an estimated $565K.
  • Colter Lewis Investment Partners first reported a position in Avantis US Equity ETF in Q4 2025 and held it in 1 quarter.
  • Colter Lewis Investment Partners's Avantis US Equity ETF position peaked at $565K in Q4 2025.
  • 557 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.