Commonwealth Equity Services
AVUS icon

Commonwealth Equity Services’s Avantis US Equity ETF AVUS Stock Holding History

Commonwealth Equity Services’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 		$151M Buy
1,353,972
+245,751
+22% +$28.1M 0.21% 85
2025
Q4 		$124M Buy
1,108,221
+12,411
+1% +$1.37M 0.17% 120
2025
Q3 		$119M Sell
1,095,810
-16,883
-2% -$1.77M 0.15% 123
2025
Q2 		$112M Buy
1,112,693
+35,982
+3% +$3.37M 0.15% 131
2025
Q1 		$99.5M Buy
1,076,711
+649,341
+152% +$63.3M 0.14% 142
2024
Q4 		$41.4M Buy
427,370
+31,069
+8% +$3.05M 0.06% 297
2024
Q3 		$37.7M Buy
396,301
+20,813
+6% +$1.91M 0.06% 314
2024
Q2 		$33.9M Sell
375,488
-20,090
-5% -$1.78M 0.05% 334
2024
Q1 		$35.4M Buy
395,578
+29,206
+8% +$2.47M 0.06% 315
2023
Q4 		$29.9M Buy
366,372
+50,858
+16% +$3.85M 0.05% 330
2023
Q3 		$23.1M Buy
315,514
+61,120
+24% +$4.64M 0.05% 361
2023
Q2 		$19.1M Buy
254,394
+21,851
+9% +$1.56M 0.04% 433
2023
Q1 		$16.5K Buy
232,543
+44,684
+24% +$3.16M 0.03% 464
2022
Q4 		$12.8M Buy
187,859
+3,007
+2% +$206K 0.03% 532
2022
Q3 		$11.5M Buy
184,852
+1,753
+1% +$120K 0.03% 524
2022
Q2 		$11.9M Buy
183,099
+27,121
+17% +$1.92M 0.03% 504
2022
Q1 		$12M Buy
155,978
+3,073
+2% +$234K 0.03% 546
2021
Q4 		$12.3M Buy
152,905
+1,849
+1% +$145K 0.03% 530
2021
Q3 		$11.1M Buy
151,056
+11,057
+8% +$832K 0.03% 542
2021
Q2 		$10.4M Sell
139,999
-6,470
-4% -$471K 0.03% 544
2021
Q1 		$10.2M Buy
146,469
+7,059
+5% +$472K 0.03% 514
2020
Q4 		$8.78M Buy
139,410
+3,421
+3% +$201K 0.03% 519
2020
Q3 		$7.35M Buy
135,989
+17,133
+14% +$915K 0.03% 532
2020
Q2 		$5.94M Buy
118,856
+74,329
+167% +$3.48M 0.02% 564
2020
Q1 		$1.82M Buy
44,527
+38,051
+588% +$1.92M 0.01% 939
2019
Q4 		$352K Buy
+6,476
New +$337K ﹤0.01% 2178

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

Commonwealth Equity Services's AVUS Position: Q1 2026 in Review

Commonwealth Equity Services increased its Avantis US Equity ETF (AVUS) stake by 22% in Q1 2026, buying an estimated $28.1M and bringing the position to 1,353,972 shares worth $151M. The position accounts for 0.21% of the portfolio, ranked #85.

Commonwealth Equity Services first reported a position in AVUS in Q4 2019 and has held it in 26 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Commonwealth Equity Services held 1,353,972 shares of Avantis US Equity ETF worth $151M as of Q1 2026.
  • Commonwealth Equity Services bought 245,751 Avantis US Equity ETF shares in Q1 2026, an estimated $28.1M.
  • Avantis US Equity ETF made up 0.21% of Commonwealth Equity Services's portfolio in Q1 2026, its #85 holding.
  • Commonwealth Equity Services first reported a position in Avantis US Equity ETF in Q4 2019 and has held it in 26 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.